+142.5%
FHN vs NVDX
+774.9%
-632.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.2% | +1.1% |
| 7D | -0.8% | -8.6% | +7.8% | -0.1% |
| 30D | -2.6% | -1.4% | -1.2% | -2.7% |
| 3M | +0.8% | +10.6% | -9.8% | -0.6% |
| 6M | +9.2% | +20.2% | -10.9% | +6.2% |
| YTD | +5.1% | +11.8% | -6.7% | +2.4% |
| 1Y | +12.2% | +12.9% | -0.7% | +8.5% |
| All | +142.5% | +774.9% | -632.4% | +89.4% |
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 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