+44.9%
DD vs NVDX
+772.1%
-727.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.2% |
| 7D | -3.5% | -10.2% | +6.7% | -2.7% |
| 30D | -11.7% | -7.3% | -4.3% | -11.3% |
| 3M | -9.2% | +5.5% | -14.8% | -10.0% |
| 6M | -7.2% | +18.3% | -25.5% | -9.3% |
| YTD | +6.6% | +11.4% | -4.8% | +4.3% |
| 1Y | +32.0% | +12.7% | +19.3% | +28.2% |
| All | +44.9% | +772.1% | -727.2% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling