+208.9%
CAPR vs NVDX
+772.1%
-563.3%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -11.0% | -10.2% | -0.7% | -10.0% |
| 30D | +99.8% | -7.3% | +107.1% | +101.0% |
| 3M | -66.6% | +5.5% | -72.1% | -66.3% |
| 6M | -75.1% | +18.3% | -93.4% | -75.2% |
| YTD | -71.0% | +11.4% | -82.4% | -71.2% |
| 1Y | +30.0% | +12.7% | +17.3% | +27.9% |
| All | +208.9% | +772.1% | -563.3% | +235.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling