+15.0%
DBX vs NVDX
+9.6%
+5.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +2.1% | -10.2% | +12.3% | +2.1% |
| 30D | +5.7% | -7.3% | +13.1% | +5.6% |
| 3M | +31.8% | +5.5% | +26.3% | +32.1% |
| 6M | +37.5% | +18.3% | +19.2% | +37.6% |
| YTD | +27.9% | +11.4% | +16.5% | +27.5% |
| 1Y | +15.0% | +12.7% | +2.4% | +16.4% |
| All | +15.0% | +9.6% | +5.4% | +16.4% |
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