+52.8%
EWZ vs NVDX
+833.4%
-780.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.9% | +5.9% | +2.2% |
| 7D | +5.6% | +7.3% | -1.7% | +5.1% |
| 30D | +9.3% | -0.9% | +10.2% | +9.1% |
| 3M | +15.7% | +8.4% | +7.3% | +14.6% |
| 6M | +7.4% | +38.2% | -30.7% | +4.5% |
| YTD | +22.7% | +19.3% | +3.4% | +20.0% |
| 1Y | +36.4% | +33.3% | +3.1% | +32.3% |
| All | +52.8% | +833.4% | -780.6% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling