-19.7%
FIS vs NVDX
+774.9%
-794.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.4% | +5.6% | +1.2% |
| 7D | -8.9% | -8.6% | -0.3% | -8.8% |
| 30D | -9.9% | -1.4% | -8.5% | -9.9% |
| 3M | 0.0% | +10.6% | -10.7% | -0.2% |
| 6M | -22.9% | +20.2% | -43.0% | -23.3% |
| YTD | -40.9% | +11.8% | -52.7% | -41.2% |
| 1Y | -40.4% | +12.9% | -53.3% | -40.9% |
| All | -19.7% | +774.9% | -794.5% | -36.3% |
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