+193.5%
EXPE vs NVDX
+774.9%
-581.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +2.0% |
| 7D | -8.7% | -8.6% | 0.0% | -7.8% |
| 30D | -13.6% | -1.4% | -12.2% | -13.8% |
| 3M | +26.6% | +10.6% | +16.0% | +24.0% |
| 6M | +19.9% | +20.2% | -0.2% | +15.1% |
| YTD | -1.7% | +11.8% | -13.5% | -5.4% |
| 1Y | +29.4% | +12.9% | +16.5% | +23.3% |
| All | +193.5% | +774.9% | -581.4% | +89.0% |
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