+60.8%
DRI vs NVDX
+815.5%
-754.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.6% |
| 7D | -4.8% | -0.9% | -3.9% | -4.8% |
| 30D | -3.9% | +3.0% | -6.9% | -4.0% |
| 3M | +5.1% | +6.8% | -1.7% | +5.0% |
| 6M | +5.5% | +28.6% | -23.1% | +4.8% |
| YTD | +16.5% | +17.0% | -0.5% | +15.8% |
| 1Y | +2.0% | +27.0% | -25.0% | +1.0% |
| All | +60.8% | +815.5% | -754.7% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling