-26.5%
CDW vs NVDX
+774.9%
-801.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.4% | +4.6% | +0.5% |
| 7D | -7.4% | -8.6% | +1.3% | -6.7% |
| 30D | +5.8% | -1.4% | +7.3% | +5.8% |
| 3M | +10.8% | +10.6% | +0.2% | +9.3% |
| 6M | +21.5% | +20.2% | +1.3% | +18.2% |
| YTD | +6.4% | +11.8% | -5.4% | +3.6% |
| 1Y | -14.8% | +12.9% | -27.7% | -17.5% |
| All | -26.5% | +774.9% | -801.3% | -45.9% |
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