-19.4%
BAX vs NVDX
+833.4%
-852.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.9% | +0.2% | -3.7% |
| 7D | -2.4% | +7.3% | -9.7% | -2.6% |
| 30D | -9.7% | -0.9% | -8.8% | -9.8% |
| 3M | +29.3% | +8.4% | +20.9% | +28.8% |
| 6M | +40.7% | +38.2% | +2.5% | +38.8% |
| YTD | +30.3% | +19.3% | +11.0% | +28.9% |
| 1Y | +3.4% | +33.3% | -29.9% | +1.9% |
| All | -19.4% | +833.4% | -852.8% | -24.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling