+216.0%
C vs NVDX
+265.5%
-49.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.4% |
| 7D | +4.2% | -24.7% | +28.9% | +6.9% |
| 30D | +2.0% | -48.2% | +50.1% | +8.3% |
| 3M | -10.1% | -51.9% | +41.8% | -4.2% |
| 6M | +1.0% | -55.6% | +56.6% | +7.7% |
| YTD | +8.5% | -41.5% | +50.0% | +11.6% |
| 1Y | +25.7% | -44.0% | +69.7% | +29.6% |
| 3Y | +216.0% | +262.2% | -46.2% | +209.5% |
| All | +216.0% | +265.5% | -49.5% | +209.5% |
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