+112.8%
CART vs NVDX
+449.9%
-337.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.6% | +0.2% |
| 7D | +3.0% | -18.2% | +21.2% | +4.3% |
| 30D | +28.6% | -40.2% | +68.8% | +33.2% |
| 3M | +29.1% | -32.6% | +61.7% | +32.2% |
| 6M | +44.7% | -30.6% | +75.3% | +46.9% |
| YTD | +29.2% | -22.3% | +51.5% | +28.7% |
| 1Y | +66.2% | -27.1% | +93.3% | +65.9% |
| 3Y | +112.8% | +441.8% | -329.0% | +54.7% |
| All | +112.8% | +449.9% | -337.1% | +54.7% |
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 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