-7.3%
BDX vs NVDX
+774.9%
-782.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.4% | +2.6% | -1.9% |
| 7D | -5.4% | -8.6% | +3.2% | -5.4% |
| 30D | -2.2% | -1.4% | -0.7% | -2.2% |
| 3M | +20.1% | +10.6% | +9.4% | +20.0% |
| 6M | +9.1% | +20.2% | -11.1% | +8.8% |
| YTD | +17.9% | +11.8% | +6.1% | +17.6% |
| 1Y | +22.1% | +12.9% | +9.2% | +21.7% |
| All | -7.3% | +774.9% | -782.2% | -11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling