+47.4%
DOCS vs NVDX
+507.9%
-460.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.1% | -7.2% | -2.4% |
| 7D | -0.8% | -18.2% | +17.4% | +0.7% |
| 30D | +17.4% | -40.2% | +57.6% | +22.1% |
| 3M | +57.4% | -32.6% | +90.0% | +61.6% |
| 6M | +26.5% | -30.6% | +57.1% | +28.0% |
| YTD | -26.6% | -22.3% | -4.3% | -27.3% |
| 1Y | -48.1% | -27.1% | -20.9% | -48.4% |
| 3Y | +52.6% | +441.8% | -389.2% | +1.8% |
| All | +47.4% | +507.9% | -460.6% | -9.8% |
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