+84.0%
DE vs NVDX
+772.1%
-688.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -2.6% | -10.2% | +7.6% | -2.2% |
| 30D | +9.0% | -7.3% | +16.4% | +9.2% |
| 3M | +19.1% | +5.5% | +13.6% | +18.7% |
| 6M | +14.4% | +18.3% | -3.9% | +13.2% |
| YTD | +45.9% | +11.4% | +34.5% | +44.4% |
| 1Y | +43.6% | +12.7% | +30.9% | +41.5% |
| All | +84.0% | +772.1% | -688.1% | +57.3% |
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 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