+281.0%
GDXJ vs NVDX
+772.1%
-491.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -2.8% | -10.2% | +7.4% | -1.7% |
| 30D | +5.0% | -7.3% | +12.3% | +5.6% |
| 3M | +24.1% | +5.5% | +18.5% | +22.9% |
| 6M | -7.4% | +18.3% | -25.6% | -9.2% |
| YTD | +10.2% | +11.4% | -1.2% | +8.0% |
| 1Y | +42.5% | +12.7% | +29.9% | +39.1% |
| All | +281.0% | +772.1% | -491.2% | +213.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling