+640.1%
FIX vs NVDX
+376.7%
+263.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.0% | +6.2% | -0.1% |
| 7D | +17.0% | -17.5% | +34.6% | +23.1% |
| 30D | -30.6% | -49.2% | +18.7% | -15.3% |
| 3M | -35.0% | -49.3% | +14.3% | -21.3% |
| 6M | -44.0% | -52.0% | +8.0% | -32.3% |
| YTD | +21.1% | -39.1% | +60.2% | +34.3% |
| 1Y | +16.3% | -45.8% | +62.0% | +32.8% |
| 3Y | +507.4% | +281.3% | +226.1% | +361.9% |
| All | +640.1% | +376.7% | +263.4% | +449.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling