+218.8%
CAPR vs NVDX
+815.5%
-596.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.7% | -4.4% |
| 7D | -12.6% | -0.9% | -11.7% | -12.6% |
| 30D | +124.4% | +3.0% | +121.4% | +123.5% |
| 3M | -66.8% | +6.8% | -73.6% | -66.6% |
| 6M | -71.8% | +28.6% | -100.4% | -72.2% |
| YTD | -70.1% | +17.0% | -87.1% | -70.4% |
| 1Y | +33.3% | +27.0% | +6.3% | +29.4% |
| All | +218.8% | +815.5% | -596.7% | +244.8% |
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 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