+388.5%
COMP vs NVDX
+507.9%
-119.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.1% | +5.6% | +10.1% |
| 7D | +13.4% | -18.2% | +31.6% | +15.9% |
| 30D | +11.1% | -40.2% | +51.3% | +17.3% |
| 3M | -18.8% | -32.6% | +13.8% | -15.8% |
| 6M | +10.5% | -30.6% | +41.1% | +13.4% |
| YTD | -3.4% | -22.3% | +18.9% | -2.5% |
| 1Y | +19.7% | -27.1% | +46.8% | +21.0% |
| 3Y | +381.6% | +441.8% | -60.2% | +218.9% |
| All | +388.5% | +507.9% | -119.4% | +200.3% |
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