+8.0%
DT vs NVDX
+774.9%
-766.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.1% | +2.0% |
| 7D | -2.5% | -8.6% | +6.1% | -1.9% |
| 30D | +3.5% | -1.4% | +5.0% | +3.4% |
| 3M | +26.7% | +10.6% | +16.1% | +24.9% |
| 6M | +36.1% | +20.2% | +16.0% | +32.5% |
| YTD | +18.6% | +11.8% | +6.8% | +15.7% |
| 1Y | +7.9% | +12.9% | -5.0% | +4.4% |
| All | +8.0% | +774.9% | -766.8% | -35.8% |
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 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