-43.6%
FND vs NVDX
+815.5%
-859.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | -0.8% | -0.9% | +0.1% | -0.7% |
| 30D | -19.6% | +3.0% | -22.6% | -20.0% |
| 3M | -4.3% | +6.8% | -11.1% | -5.4% |
| 6M | -20.4% | +28.6% | -49.1% | -23.0% |
| YTD | -21.9% | +17.0% | -38.9% | -24.1% |
| 1Y | -45.2% | +27.0% | -72.2% | -47.5% |
| All | -43.6% | +815.5% | -859.1% | -57.5% |
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