+47.5%
FE vs NVDX
+833.4%
-785.8%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.8% |
| 7D | +0.6% | +7.3% | -6.7% | +0.8% |
| 30D | -2.1% | -0.9% | -1.2% | -2.1% |
| 3M | +2.6% | +8.4% | -5.8% | +3.0% |
| 6M | -6.8% | +38.2% | -44.9% | -5.8% |
| YTD | +6.9% | +19.3% | -12.4% | +7.7% |
| 1Y | +11.6% | +33.3% | -21.7% | +13.0% |
| All | +47.5% | +833.4% | -785.8% | +53.4% |
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