+275.5%
DOCN vs NVDX
+357.5%
-82.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.0% | -0.1% | -3.2% |
| 7D | +19.1% | -24.7% | +43.8% | +27.1% |
| 30D | -21.0% | -48.2% | +27.1% | -7.1% |
| 3M | -34.7% | -51.9% | +17.1% | -22.0% |
| 6M | -45.8% | -55.6% | +9.9% | -34.6% |
| YTD | +79.4% | -41.5% | +120.9% | +100.4% |
| 1Y | +91.0% | -44.0% | +135.0% | +114.5% |
| 3Y | +237.5% | +262.2% | -24.8% | +100.4% |
| All | +275.5% | +357.5% | -82.1% | +93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling