+235.6%
CAPR vs NVDX
+265.5%
-29.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.0% | -2.9% | -6.5% |
| 7D | +5.9% | -24.7% | +30.6% | +9.2% |
| 30D | +44.6% | -48.2% | +92.8% | +54.1% |
| 3M | +126.4% | -51.9% | +178.2% | +142.4% |
| 6M | -68.6% | -55.6% | -12.9% | -65.8% |
| YTD | -67.0% | -41.5% | -25.4% | -65.1% |
| 1Y | +65.2% | -44.0% | +109.2% | +74.9% |
| 3Y | +235.6% | +262.2% | -26.7% | +275.1% |
| All | +235.6% | +265.5% | -29.9% | +275.1% |
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