+121.9%
AXP vs NVDX
+507.9%
-386.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.1% | -6.4% | -1.7% |
| 7D | +0.6% | -18.2% | +18.8% | +2.1% |
| 30D | +5.8% | -40.2% | +46.1% | +10.2% |
| 3M | -6.0% | -32.6% | +26.6% | -3.5% |
| 6M | +0.3% | -30.6% | +30.9% | +1.9% |
| YTD | -12.3% | -22.3% | +10.1% | -12.5% |
| 1Y | -11.2% | -27.1% | +15.9% | -11.2% |
| 3Y | +117.0% | +441.8% | -324.8% | +74.1% |
| All | +121.9% | +507.9% | -386.0% | +73.2% |
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 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