+13.3%
FN vs NVDX
+29.6%
-16.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.3% |
| 7D | +5.8% | -0.9% | +6.7% | +6.1% |
| 30D | -20.6% | +3.0% | -23.6% | -22.1% |
| 3M | -28.6% | +6.8% | -35.4% | -32.0% |
| 6M | -20.7% | +28.6% | -49.3% | -34.3% |
| YTD | -8.1% | +17.0% | -25.1% | -21.0% |
| 1Y | +13.3% | +27.0% | -13.7% | -7.0% |
| All | +13.3% | +29.6% | -16.2% | -7.0% |
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 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