+2,064.9%
BE vs NVDX
+774.9%
+1,290.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | -2.8% |
| 7D | +9.7% | -8.6% | +18.4% | +12.4% |
| 30D | +22.4% | -1.4% | +23.8% | +22.3% |
| 3M | +10.4% | +10.6% | -0.3% | +6.9% |
| 6M | +67.9% | +20.2% | +47.7% | +58.1% |
| YTD | +197.5% | +11.8% | +185.7% | +185.2% |
| 1Y | +310.6% | +12.9% | +297.7% | +296.9% |
| All | +2,064.9% | +774.9% | +1,290.0% | +1,417.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling