-33.9%
BBWI vs NVDX
+772.1%
-806.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.4% |
| 7D | -4.8% | -10.2% | +5.4% | -4.0% |
| 30D | +3.5% | -7.3% | +10.8% | +3.9% |
| 3M | -0.3% | +5.5% | -5.8% | -1.6% |
| 6M | -5.4% | +18.3% | -23.7% | -8.5% |
| YTD | -4.7% | +11.4% | -16.2% | -7.8% |
| 1Y | -30.5% | +12.7% | -43.2% | -33.2% |
| All | -33.9% | +772.1% | -806.0% | -36.2% |
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