+788.0%
DELL vs NVDX
+772.1%
+15.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.3% | +12.3% | +12.1% |
| 7D | +8.2% | -10.2% | +18.4% | +11.6% |
| 30D | +17.1% | -7.3% | +24.4% | +19.3% |
| 3M | +45.2% | +5.5% | +39.6% | +41.8% |
| 6M | +286.8% | +18.3% | +268.5% | +259.3% |
| YTD | +354.8% | +11.4% | +343.3% | +322.9% |
| 1Y | +358.3% | +12.7% | +345.6% | +317.6% |
| All | +788.0% | +772.1% | +15.9% | +298.4% |
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 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