+49.0%
CVS vs NVDX
+772.1%
-723.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.7% |
| 7D | -2.2% | -10.2% | +8.1% | -2.2% |
| 30D | -0.1% | -7.3% | +7.3% | -0.1% |
| 3M | -5.2% | +5.5% | -10.7% | -5.1% |
| 6M | +26.9% | +18.3% | +8.6% | +27.1% |
| YTD | +22.1% | +11.4% | +10.6% | +22.2% |
| 1Y | +30.8% | +12.7% | +18.1% | +31.0% |
| All | +49.0% | +772.1% | -723.1% | +48.7% |
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