+455.1%
ASX vs NVDX
+833.4%
-378.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.9% | +10.0% | +7.0% |
| 7D | +6.3% | +7.3% | -1.0% | +4.3% |
| 30D | +6.4% | -0.9% | +7.3% | +6.1% |
| 3M | +13.1% | +8.4% | +4.8% | +9.9% |
| 6M | +90.3% | +38.2% | +52.1% | +72.7% |
| YTD | +149.6% | +19.3% | +130.4% | +132.4% |
| 1Y | +249.2% | +33.3% | +215.9% | +213.1% |
| All | +455.1% | +833.4% | -378.3% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling