+46.0%
DGX vs NVDX
-27.2%
+73.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.2% | +9.7% | +3.1% |
| 7D | +4.1% | -14.1% | +18.2% | +3.2% |
| 30D | +10.5% | -31.3% | +41.9% | +8.3% |
| 3M | +9.8% | -16.2% | +26.0% | +9.1% |
| 6M | +34.6% | -11.9% | +46.4% | +34.8% |
| YTD | +49.8% | -9.4% | +59.2% | +51.1% |
| 1Y | +46.0% | -23.9% | +69.9% | +47.5% |
| All | +46.0% | -27.2% | +73.2% | +47.5% |
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 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