+20.6%
DG vs NVDX
+9.6%
+11.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | -6.5% | -10.2% | +3.7% | -6.6% |
| 30D | +4.2% | -7.3% | +11.5% | +4.1% |
| 3M | +9.5% | +5.5% | +4.0% | +10.0% |
| 6M | -13.1% | +18.3% | -31.4% | -12.6% |
| YTD | -4.8% | +11.4% | -16.3% | -4.3% |
| 1Y | +20.6% | +12.7% | +7.9% | +20.3% |
| All | +20.6% | +9.6% | +11.0% | +20.3% |
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 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