+11.9%
COST vs NVDX
-27.2%
+39.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.2% | +8.8% | +2.2% |
| 7D | +6.6% | -14.1% | +20.7% | +5.5% |
| 30D | +13.5% | -31.3% | +44.8% | +10.6% |
| 3M | +10.6% | -16.2% | +26.7% | +9.6% |
| 6M | +3.6% | -11.9% | +15.5% | +3.9% |
| YTD | +22.1% | -9.4% | +31.5% | +22.4% |
| 1Y | +11.9% | -23.9% | +35.8% | +12.2% |
| All | +11.9% | -27.2% | +39.1% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling