+72.8%
EFA vs NVDX
+774.9%
-702.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | -0.5% |
| 7D | -2.4% | -8.6% | +6.3% | -1.8% |
| 30D | -2.2% | -1.4% | -0.8% | -2.3% |
| 3M | +5.7% | +10.6% | -5.0% | +4.4% |
| 6M | +8.2% | +20.2% | -12.0% | +5.8% |
| YTD | +11.8% | +11.8% | 0.0% | +9.5% |
| 1Y | +18.3% | +12.9% | +5.4% | +15.3% |
| All | +72.8% | +774.9% | -702.0% | +38.3% |
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