+1.2%
CI vs NVDX
+376.7%
-375.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -2.0% |
| 7D | -1.7% | -17.5% | +15.8% | -2.2% |
| 30D | +4.9% | -49.2% | +54.1% | +3.2% |
| 3M | +7.4% | -49.3% | +56.7% | +5.8% |
| 6M | +0.4% | -52.0% | +52.3% | -0.9% |
| YTD | +9.5% | -39.1% | +48.5% | +8.6% |
| 1Y | +12.0% | -45.8% | +57.7% | +10.8% |
| 3Y | +7.1% | +281.3% | -274.2% | +18.6% |
| All | +1.2% | +376.7% | -375.5% | +11.5% |
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