-51.1%
FIS vs NVDX
-27.2%
-23.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -6.2% | -17.5% | -24.0% |
| 7D | -18.4% | -14.1% | -4.3% | -19.2% |
| 30D | -11.4% | -31.3% | +20.0% | -13.2% |
| 3M | -32.0% | -16.2% | -15.8% | -32.4% |
| 6M | -35.6% | -11.9% | -23.7% | -35.7% |
| YTD | -53.8% | -9.4% | -44.4% | -54.0% |
| 1Y | -51.1% | -23.9% | -27.2% | -51.6% |
| All | -51.1% | -27.2% | -23.9% | -51.6% |
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