-15.3%
CDW vs NVDX
+265.5%
-280.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.4% | -0.4% |
| 7D | +9.3% | -24.7% | +34.1% | +11.4% |
| 30D | +14.4% | -48.2% | +62.5% | +19.4% |
| 3M | +21.4% | -51.9% | +73.3% | +27.2% |
| 6M | +72.8% | -55.6% | +128.5% | +81.1% |
| YTD | +28.0% | -41.5% | +69.6% | +30.1% |
| 1Y | +19.3% | -44.0% | +63.3% | +21.5% |
| 3Y | -15.3% | +262.2% | -277.5% | -34.2% |
| All | -15.3% | +265.5% | -280.8% | -34.2% |
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