+188.9%
EXPE vs NVDX
+815.5%
-626.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | -11.5% | -0.9% | -10.6% | -11.4% |
| 30D | -13.1% | +3.0% | -16.0% | -13.6% |
| 3M | +18.1% | +6.8% | +11.4% | +16.2% |
| 6M | +13.3% | +28.6% | -15.3% | +8.0% |
| YTD | -3.2% | +17.0% | -20.2% | -7.2% |
| 1Y | +26.1% | +27.0% | -0.9% | +18.5% |
| All | +188.9% | +815.5% | -626.6% | +85.3% |
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 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