+980.6%
FIX vs NVDX
+833.4%
+147.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.9% | +6.3% | +3.5% |
| 7D | +6.1% | +7.3% | -1.3% | +3.8% |
| 30D | -2.7% | -0.9% | -1.7% | -3.1% |
| 3M | -10.9% | +8.4% | -19.3% | -14.2% |
| 6M | +29.0% | +38.2% | -9.2% | +14.0% |
| YTD | +76.9% | +19.3% | +57.6% | +61.3% |
| 1Y | +130.7% | +33.3% | +97.5% | +102.1% |
| All | +980.6% | +833.4% | +147.2% | +559.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling