+59.3%
DRI vs NVDX
+774.9%
-715.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.9% |
| 7D | -4.8% | -8.6% | +3.8% | -4.7% |
| 30D | -5.2% | -1.4% | -3.8% | -5.2% |
| 3M | +2.7% | +10.6% | -7.9% | +2.5% |
| 6M | +3.6% | +20.2% | -16.5% | +3.0% |
| YTD | +15.4% | +11.8% | +3.6% | +14.8% |
| 1Y | +1.3% | +12.9% | -11.7% | +0.5% |
| All | +59.3% | +774.9% | -715.5% | +40.6% |
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