+49.6%
DOC vs NVDX
+871.3%
-821.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -1.8% |
| 7D | -1.5% | +11.6% | -13.1% | -1.6% |
| 30D | -4.8% | +7.5% | -12.3% | -4.8% |
| 3M | +6.9% | +2.1% | +4.8% | +6.9% |
| 6M | +20.7% | +35.5% | -14.8% | +20.4% |
| YTD | +34.1% | +24.1% | +10.0% | +33.7% |
| 1Y | +22.6% | +33.0% | -10.3% | +22.1% |
| All | +49.6% | +871.3% | -821.7% | +30.2% |
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