+12.2%
DIS vs NVDX
-46.3%
+58.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.7% | +0.7% |
| 7D | +1.9% | -24.7% | +26.6% | +2.4% |
| 30D | +9.2% | -48.2% | +57.3% | +10.4% |
| 3M | +13.5% | -51.9% | +65.4% | +15.2% |
| 6M | +14.3% | -55.6% | +69.9% | +16.5% |
| YTD | +5.4% | -41.5% | +46.9% | +3.5% |
| 1Y | +12.2% | -44.0% | +56.1% | +9.4% |
| All | +12.2% | -46.3% | +58.5% | +9.4% |
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 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