-11.1%
AXP vs NVDX
-46.3%
+35.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +1.0% |
| 7D | -0.1% | -24.7% | +24.6% | +1.0% |
| 30D | +4.4% | -48.2% | +52.6% | +7.3% |
| 3M | -6.4% | -51.9% | +45.5% | -3.6% |
| 6M | +4.2% | -55.6% | +59.8% | +7.7% |
| YTD | -12.4% | -41.5% | +29.2% | -13.1% |
| 1Y | -11.1% | -44.0% | +32.9% | -12.2% |
| All | -11.1% | -46.3% | +35.2% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling