+87.1%
BN vs NVDX
+772.1%
-685.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.5% |
| 7D | -5.2% | -10.2% | +5.0% | -3.8% |
| 30D | -14.5% | -7.3% | -7.1% | -13.9% |
| 3M | -15.0% | +5.5% | -20.5% | -16.4% |
| 6M | -5.4% | +18.3% | -23.7% | -9.2% |
| YTD | -16.4% | +11.4% | -27.9% | -19.6% |
| 1Y | -16.2% | +12.7% | -28.9% | -20.2% |
| All | +87.1% | +772.1% | -685.1% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling