+149.3%
BAC vs NVDX
+774.9%
-625.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.3% | 0.0% |
| 7D | -0.3% | -8.6% | +8.4% | +0.2% |
| 30D | -1.8% | -1.4% | -0.3% | -1.8% |
| 3M | +15.3% | +10.6% | +4.7% | +14.2% |
| 6M | +30.2% | +20.2% | +10.0% | +27.7% |
| YTD | +15.6% | +11.8% | +3.8% | +13.5% |
| 1Y | +27.5% | +12.9% | +14.5% | +24.6% |
| All | +149.3% | +774.9% | -625.5% | +129.4% |
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