-6.1%
BA vs NVDX
+376.7%
-382.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -1.0% |
| 7D | -0.6% | -17.5% | +17.0% | +0.9% |
| 30D | -8.0% | -49.2% | +41.2% | -3.1% |
| 3M | -25.8% | -49.3% | +23.5% | -22.1% |
| 6M | -27.6% | -52.0% | +24.4% | -24.1% |
| YTD | -21.0% | -39.1% | +18.1% | -19.4% |
| 1Y | -12.3% | -45.8% | +33.5% | -9.8% |
| 3Y | -12.8% | +281.3% | -294.1% | -14.3% |
| All | -6.1% | +376.7% | -382.9% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling