+44.7%
DG vs NVDX
-27.2%
+71.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -6.2% | +14.7% | +8.2% |
| 7D | +12.3% | -14.1% | +26.3% | +11.7% |
| 30D | +19.3% | -31.3% | +50.6% | +18.2% |
| 3M | +11.9% | -16.2% | +28.0% | +11.3% |
| 6M | +25.0% | -11.9% | +36.8% | +25.1% |
| YTD | +8.7% | -9.4% | +18.1% | +8.5% |
| 1Y | +44.7% | -23.9% | +68.6% | +44.7% |
| All | +44.7% | -27.2% | +71.9% | +44.7% |
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 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