+25.6%
EW vs NVDX
+774.9%
-749.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +1.0% |
| 7D | -3.4% | -8.6% | +5.3% | -2.8% |
| 30D | -7.4% | -1.4% | -5.9% | -7.4% |
| 3M | +0.9% | +10.6% | -9.7% | -0.3% |
| 6M | +1.2% | +20.2% | -19.0% | -1.1% |
| YTD | +1.8% | +11.8% | -10.0% | -0.3% |
| 1Y | +10.8% | +12.9% | -2.1% | +7.9% |
| All | +25.6% | +774.9% | -749.3% | -11.5% |
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