+29.4%
B vs NVDX
-27.2%
+56.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -6.2% | +14.5% | +9.5% |
| 7D | +1.1% | -14.1% | +15.2% | +4.1% |
| 30D | +0.3% | -31.3% | +31.7% | +8.1% |
| 3M | +5.4% | -16.2% | +21.6% | +8.4% |
| 6M | +5.5% | -11.9% | +17.4% | +6.8% |
| YTD | -6.3% | -9.4% | +3.1% | -7.6% |
| 1Y | +29.4% | -23.9% | +53.2% | +34.6% |
| All | +29.4% | -27.2% | +56.6% | +34.6% |
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