-21.4%
CDW vs NVDX
+871.3%
-892.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.1% |
| 7D | +3.2% | +11.6% | -8.4% | +2.3% |
| 30D | +9.3% | +7.5% | +1.7% | +8.5% |
| 3M | +9.8% | +2.1% | +7.7% | +9.0% |
| 6M | +23.3% | +35.5% | -12.2% | +18.9% |
| YTD | +13.7% | +24.1% | -10.5% | +9.9% |
| 1Y | -6.5% | +33.0% | -39.4% | -10.7% |
| All | -21.4% | +871.3% | -892.7% | -42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling