+445.3%
ATI vs NVDX
+772.1%
-326.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -5.6% | -10.2% | +4.6% | -4.0% |
| 30D | -13.7% | -7.3% | -6.4% | -13.0% |
| 3M | -0.4% | +5.5% | -5.9% | -2.0% |
| 6M | +26.2% | +18.3% | +7.9% | +20.8% |
| YTD | +73.2% | +11.4% | +61.8% | +66.1% |
| 1Y | +161.6% | +12.7% | +148.9% | +148.2% |
| All | +445.3% | +772.1% | -326.8% | +306.5% |
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