+942.8%
FIX vs NVDX
+774.9%
+167.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -0.2% |
| 7D | +0.7% | -8.6% | +9.3% | +3.2% |
| 30D | -5.7% | -1.4% | -4.3% | -5.9% |
| 3M | -7.4% | +10.6% | -18.1% | -11.3% |
| 6M | +15.1% | +20.2% | -5.1% | +5.7% |
| YTD | +70.7% | +11.8% | +58.9% | +58.5% |
| 1Y | +111.9% | +12.9% | +99.0% | +94.3% |
| All | +942.8% | +774.9% | +167.9% | +548.0% |
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