+143.5%
B vs NVDX
+376.7%
-233.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.0% | +5.9% | -2.4% |
| 7D | -6.2% | -17.5% | +11.4% | -4.9% |
| 30D | -6.6% | -49.2% | +42.6% | -2.0% |
| 3M | -7.9% | -49.3% | +41.5% | -3.5% |
| 6M | -16.8% | -52.0% | +35.2% | -12.9% |
| YTD | -11.7% | -39.1% | +27.4% | -9.2% |
| 1Y | +3.5% | -45.8% | +49.3% | +6.8% |
| 3Y | +165.7% | +281.3% | -115.6% | +171.2% |
| All | +143.5% | +376.7% | -233.3% | +145.3% |
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