+206.3%
CAPR vs NVDX
+774.9%
-568.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.5% | -3.5% |
| 7D | -10.6% | -8.6% | -1.9% | -9.7% |
| 30D | +111.2% | -1.4% | +112.6% | +111.3% |
| 3M | -67.2% | +10.6% | -77.9% | -67.1% |
| 6M | -75.1% | +20.2% | -95.3% | -75.3% |
| YTD | -71.2% | +11.8% | -83.0% | -71.4% |
| 1Y | +31.1% | +12.9% | +18.2% | +29.0% |
| All | +206.3% | +774.9% | -568.6% | +232.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling