-39.3%
FND vs NVDX
+34.6%
-73.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.6% |
| 7D | -5.2% | +11.6% | -16.8% | -6.0% |
| 30D | -19.9% | +7.5% | -27.4% | -20.4% |
| 3M | +2.7% | +2.1% | +0.6% | +2.0% |
| 6M | -21.7% | +35.5% | -57.2% | -24.4% |
| YTD | -17.5% | +24.1% | -41.6% | -20.9% |
| 1Y | -39.3% | +33.0% | -72.3% | -39.9% |
| All | -39.3% | +34.6% | -73.9% | -39.9% |
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