+38.4%
CFG vs NVDX
+13.6%
+24.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +0.6% |
| 7D | -1.7% | -8.6% | +6.9% | -1.3% |
| 30D | -4.6% | -1.4% | -3.2% | -4.6% |
| 3M | +7.9% | +10.6% | -2.8% | +7.0% |
| 6M | +19.9% | +20.2% | -0.3% | +16.5% |
| YTD | +21.7% | +11.8% | +9.9% | +17.8% |
| 1Y | +38.4% | +12.9% | +25.5% | +37.1% |
| All | +38.4% | +13.6% | +24.8% | +37.1% |
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