-61.1%
FISV vs NVDX
+34.6%
-95.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.6% |
| 7D | -0.3% | +11.6% | -11.9% | +0.3% |
| 30D | -2.1% | +7.5% | -9.6% | -1.5% |
| 3M | -5.7% | +2.1% | -7.9% | -4.3% |
| 6M | -15.3% | +35.5% | -50.9% | -13.8% |
| YTD | -21.1% | +24.1% | -45.2% | -20.6% |
| 1Y | -61.1% | +33.0% | -94.0% | -60.6% |
| All | -61.1% | +34.6% | -95.7% | -60.6% |
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