+142.4%
FITB vs NVDX
+772.1%
-629.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | -0.3% | -10.2% | +9.9% | +0.2% |
| 30D | -5.7% | -7.3% | +1.7% | -5.5% |
| 3M | +3.2% | +5.5% | -2.4% | +2.6% |
| 6M | +23.4% | +18.3% | +5.1% | +21.5% |
| YTD | +18.8% | +11.4% | +7.3% | +16.9% |
| 1Y | +25.0% | +12.7% | +12.3% | +22.5% |
| All | +142.4% | +772.1% | -629.7% | +99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling