+45.8%
F vs NVDX
+280.8%
-235.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.0% | +6.1% | -2.4% |
| 7D | -3.9% | -17.5% | +13.7% | -3.0% |
| 30D | -0.5% | -49.2% | +48.8% | +2.9% |
| 3M | -12.9% | -49.3% | +36.4% | -10.2% |
| 6M | +1.5% | -52.0% | +53.5% | +4.8% |
| YTD | -5.0% | -39.1% | +34.1% | -3.6% |
| 1Y | -7.3% | -45.8% | +38.4% | -5.6% |
| All | +45.8% | +280.8% | -235.0% | +24.5% |
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