+29.9%
CFG vs NVDX
-46.3%
+76.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.8% |
| 7D | +3.2% | -24.7% | +27.9% | +4.6% |
| 30D | +5.1% | -48.2% | +53.3% | +8.4% |
| 3M | -11.2% | -51.9% | +40.6% | -8.2% |
| 6M | +9.6% | -55.6% | +65.2% | +13.9% |
| YTD | +15.0% | -41.5% | +56.5% | +12.9% |
| 1Y | +29.9% | -44.0% | +73.9% | +27.8% |
| All | +29.9% | -46.3% | +76.2% | +27.8% |
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