+5.9%
AVAV vs NVDX
+423.8%
-417.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.0% | -5.3% | -0.3% |
| 7D | +9.9% | -26.1% | +36.0% | +15.1% |
| 30D | -5.4% | -43.3% | +37.9% | +3.3% |
| 3M | -36.5% | -41.0% | +4.5% | -31.5% |
| 6M | -25.3% | -46.3% | +21.1% | -18.7% |
| YTD | -48.6% | -33.1% | -15.5% | -46.6% |
| 1Y | -62.1% | -40.1% | -22.0% | -60.1% |
| 3Y | +2.3% | +319.0% | -316.7% | -19.3% |
| All | +5.9% | +423.8% | -417.9% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling