+75.6%
EXPD vs NVDX
+423.8%
-348.2%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.0% | -3.2% | +2.6% |
| 7D | -1.6% | -26.1% | +24.5% | -0.6% |
| 30D | +0.6% | -43.3% | +43.9% | +2.4% |
| 3M | +9.8% | -41.0% | +50.8% | +11.5% |
| 6M | +25.8% | -46.3% | +72.1% | +27.7% |
| YTD | +31.3% | -33.1% | +64.3% | +31.9% |
| 1Y | +40.9% | -40.1% | +81.1% | +42.1% |
| 3Y | +74.7% | +319.0% | -244.2% | +54.0% |
| All | +75.6% | +423.8% | -348.2% | +48.8% |
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