+179.6%
B vs NVDX
+774.9%
-595.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.4% | +1.9% | -2.2% |
| 7D | -5.0% | -8.6% | +3.6% | -4.4% |
| 30D | +8.7% | -1.4% | +10.2% | +8.7% |
| 3M | +17.3% | +10.6% | +6.7% | +16.1% |
| 6M | -5.0% | +20.2% | -25.2% | -6.6% |
| YTD | +1.4% | +11.8% | -10.4% | -0.1% |
| 1Y | +50.5% | +12.9% | +37.6% | +47.9% |
| All | +179.6% | +774.9% | -595.2% | +170.1% |
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