+38.1%
BNY vs NVDX
-38.0%
+76.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -18.4% | +15.0% | -2.0% |
| 7D | -1.3% | -28.9% | +27.7% | +1.2% |
| 30D | +3.1% | -44.1% | +47.1% | +7.4% |
| 3M | -6.7% | -36.0% | +29.3% | -4.0% |
| 6M | +12.4% | -26.7% | +39.0% | +13.5% |
| YTD | +29.3% | -26.1% | +55.4% | +28.4% |
| 1Y | +38.1% | -35.7% | +73.8% | +38.4% |
| All | +38.1% | -38.0% | +76.1% | +38.4% |
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