+6.3%
DT vs NVDX
+815.5%
-809.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.8% |
| 7D | -0.5% | -0.9% | +0.4% | -0.5% |
| 30D | +0.1% | +3.0% | -2.9% | -0.4% |
| 3M | +24.1% | +6.8% | +17.3% | +22.7% |
| 6M | +30.1% | +28.6% | +1.5% | +25.9% |
| YTD | +16.8% | +17.0% | -0.2% | +13.5% |
| 1Y | -0.1% | +27.0% | -27.1% | -4.3% |
| All | +6.3% | +815.5% | -809.2% | -37.0% |
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