-61.7%
CSGP vs NVDX
+280.8%
-342.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.0% | +8.4% | -0.5% |
| 7D | -6.1% | -17.5% | +11.5% | -5.9% |
| 30D | +0.3% | -49.2% | +49.6% | +1.1% |
| 3M | -1.3% | -49.3% | +48.0% | -0.6% |
| 6M | -8.9% | -52.0% | +43.0% | -8.3% |
| YTD | -55.2% | -39.1% | -16.2% | -55.5% |
| 1Y | -56.4% | -45.8% | -10.6% | -56.5% |
| All | -61.7% | +280.8% | -342.5% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling