-62.0%
FISV vs NVDX
+9.6%
-71.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.4% |
| 7D | -2.7% | -10.2% | +7.5% | -3.2% |
| 30D | 0.0% | -7.3% | +7.4% | -0.3% |
| 3M | -2.8% | +5.5% | -8.3% | -1.9% |
| 6M | -11.8% | +18.3% | -30.1% | -11.0% |
| YTD | -23.2% | +11.4% | -34.7% | -23.2% |
| 1Y | -62.0% | +12.7% | -74.7% | -62.4% |
| All | -62.0% | +9.6% | -71.6% | -62.4% |
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