+1,148.4%
CLS vs NVDX
+774.9%
+373.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.4% | +1.9% | -0.7% |
| 7D | +5.0% | -8.6% | +13.6% | +8.7% |
| 30D | +4.8% | -1.4% | +6.2% | +4.7% |
| 3M | -10.4% | +10.6% | -21.0% | -15.4% |
| 6M | +20.8% | +20.2% | +0.7% | +8.5% |
| YTD | +10.0% | +11.8% | -1.8% | +0.4% |
| 1Y | +28.5% | +12.9% | +15.6% | +16.3% |
| All | +1,148.4% | +774.9% | +373.6% | +348.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling