+53.1%
F vs NVDX
+871.3%
-818.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.4% |
| 7D | +5.3% | +11.6% | -6.3% | +4.7% |
| 30D | +4.6% | +7.5% | -3.0% | +4.0% |
| 3M | -3.7% | +2.1% | -5.8% | -4.2% |
| 6M | +16.8% | +35.5% | -18.7% | +14.4% |
| YTD | +15.3% | +24.1% | -8.8% | +13.1% |
| 1Y | +31.0% | +33.0% | -1.9% | +27.6% |
| All | +53.1% | +871.3% | -818.2% | +23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling