-29.5%
AZO vs NVDX
+34.6%
-64.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.5% |
| 7D | +0.7% | +11.6% | -10.9% | +1.0% |
| 30D | -2.7% | +7.5% | -10.2% | -2.4% |
| 3M | -3.2% | +2.1% | -5.3% | -2.7% |
| 6M | -19.7% | +35.5% | -55.3% | -19.4% |
| YTD | -12.0% | +24.1% | -36.2% | -12.3% |
| 1Y | -29.5% | +33.0% | -62.5% | -30.0% |
| All | -29.5% | +34.6% | -64.1% | -30.0% |
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