+18.7%
COP vs NVDX
+772.1%
-753.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +2.3% | -10.2% | +12.5% | +2.5% |
| 30D | +8.6% | -7.3% | +15.9% | +8.7% |
| 3M | +19.9% | +5.5% | +14.3% | +19.4% |
| 6M | +19.0% | +18.3% | +0.7% | +17.7% |
| YTD | +50.0% | +11.4% | +38.5% | +48.3% |
| 1Y | +50.5% | +12.7% | +37.8% | +48.3% |
| All | +18.7% | +772.1% | -753.4% | +18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling