-51.7%
FIG vs NVDX
-27.2%
-24.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -6.2% | +11.4% | +5.5% |
| 7D | -4.7% | -14.1% | +9.4% | -4.0% |
| 30D | +0.5% | -31.3% | +31.9% | +2.4% |
| 3M | -18.4% | -16.2% | -2.2% | -18.3% |
| 6M | +10.9% | -11.9% | +22.7% | +8.7% |
| YTD | -40.8% | -9.4% | -31.4% | -42.4% |
| 1Y | -51.7% | -23.9% | -27.8% | -52.6% |
| All | -51.7% | -27.2% | -24.5% | -52.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling