-9.5%
AZO vs NVDX
-27.2%
+17.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.2% | +10.1% | +3.7% |
| 7D | +5.3% | -14.1% | +19.4% | +5.0% |
| 30D | +18.4% | -31.3% | +49.8% | +17.7% |
| 3M | +9.8% | -16.2% | +26.0% | +9.4% |
| 6M | -4.5% | -11.9% | +7.4% | -4.9% |
| YTD | -1.9% | -9.4% | +7.5% | -4.2% |
| 1Y | -9.5% | -23.9% | +14.3% | -12.6% |
| All | -9.5% | -27.2% | +17.7% | -12.6% |
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 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