-2.0%
CMG vs NVDX
+772.1%
-774.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -2.1% | -10.2% | +8.2% | -1.3% |
| 30D | +10.9% | -7.3% | +18.2% | +11.3% |
| 3M | +15.8% | +5.5% | +10.3% | +14.6% |
| 6M | +6.9% | +18.3% | -11.3% | +3.8% |
| YTD | -2.2% | +11.4% | -13.6% | -4.9% |
| 1Y | -7.1% | +12.7% | -19.8% | -10.3% |
| All | -2.0% | +772.1% | -774.2% | -30.1% |
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 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