+6.3%
CART vs NVDX
+34.5%
-28.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -3.9% | -2.1% | -6.0% |
| 7D | -4.1% | +7.3% | -11.4% | -4.1% |
| 30D | -4.3% | -0.9% | -3.4% | -4.3% |
| 3M | +13.1% | +8.4% | +4.7% | +13.3% |
| 6M | +26.0% | +38.2% | -12.1% | +26.3% |
| YTD | +6.7% | +19.3% | -12.6% | +6.6% |
| 1Y | +6.3% | +33.3% | -27.0% | +4.1% |
| All | +6.3% | +34.5% | -28.3% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling