-24.5%
BRO vs NVDX
+34.6%
-59.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -1.4% |
| 7D | -2.6% | +11.6% | -14.2% | -1.3% |
| 30D | +0.9% | +7.5% | -6.6% | +2.2% |
| 3M | +24.8% | +2.1% | +22.6% | +27.3% |
| 6M | -0.1% | +35.5% | -35.6% | +5.7% |
| YTD | -9.7% | +24.1% | -33.8% | -5.4% |
| 1Y | -24.5% | +33.0% | -57.4% | -20.7% |
| All | -24.5% | +34.6% | -59.1% | -20.7% |
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