+40.3%
BMY vs NVDX
+9.6%
+30.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -4.8% | -10.2% | +5.5% | -5.3% |
| 30D | -0.1% | -7.3% | +7.2% | -0.3% |
| 3M | +13.1% | +5.5% | +7.6% | +13.9% |
| 6M | +8.4% | +18.3% | -9.9% | +9.0% |
| YTD | +22.0% | +11.4% | +10.5% | +22.0% |
| 1Y | +40.3% | +12.7% | +27.6% | +38.5% |
| All | +40.3% | +9.6% | +30.7% | +38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling