-20.7%
FICO vs NVDX
+423.8%
-444.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.0% | -6.3% | -0.7% |
| 7D | +4.0% | -26.1% | +30.1% | +6.0% |
| 30D | -1.5% | -43.3% | +41.8% | +2.2% |
| 3M | -29.8% | -41.0% | +11.2% | -27.6% |
| 6M | -33.3% | -46.3% | +13.1% | -31.1% |
| YTD | -56.9% | -33.1% | -23.8% | -56.9% |
| 1Y | -59.5% | -40.1% | -19.3% | -59.1% |
| 3Y | -26.9% | +319.0% | -345.8% | -52.3% |
| All | -20.7% | +423.8% | -444.5% | -52.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling