+18.3%
HAS vs NVDX
+18.9%
-0.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.4% |
| 7D | -4.8% | -0.9% | -4.0% | -4.8% |
| 30D | -5.1% | +3.0% | -8.1% | -5.2% |
| 3M | +6.4% | +6.8% | -0.4% | +6.0% |
| 6M | -5.6% | +28.6% | -34.3% | -7.9% |
| YTD | +11.0% | +17.0% | -6.0% | +8.7% |
| All | +18.3% | +18.9% | -0.6% | +14.5% |
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 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