+36.8%
ED vs NVDX
+833.4%
-796.6%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.8% | +0.7% |
| 7D | +0.5% | +7.3% | -6.8% | +1.0% |
| 30D | +1.1% | -0.9% | +2.0% | +1.2% |
| 3M | +4.6% | +8.4% | -3.7% | +5.8% |
| 6M | -2.0% | +38.2% | -40.1% | +1.2% |
| YTD | +11.7% | +19.3% | -7.6% | +14.7% |
| 1Y | +15.7% | +33.3% | -17.5% | +20.3% |
| All | +36.8% | +833.4% | -796.6% | +54.0% |
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