-4.9%
CI vs NVDX
+815.5%
-820.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.8% | +0.8% |
| 7D | -1.1% | -0.9% | -0.2% | -1.1% |
| 30D | +0.5% | +3.0% | -2.5% | +0.6% |
| 3M | -5.2% | +6.8% | -12.0% | -4.8% |
| 6M | +4.3% | +28.6% | -24.3% | +5.2% |
| YTD | +2.8% | +17.0% | -14.2% | +3.5% |
| 1Y | -5.8% | +27.0% | -32.8% | -4.7% |
| All | -4.9% | +815.5% | -820.5% | +6.2% |
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