+148.0%
HAS vs NVDX
+423.8%
-275.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.0% | -4.2% | +1.5% |
| 7D | +2.0% | -26.1% | +28.1% | +3.3% |
| 30D | +30.9% | -43.3% | +74.2% | +34.2% |
| 3M | +28.8% | -41.0% | +69.8% | +31.4% |
| 6M | +32.3% | -46.3% | +78.7% | +35.2% |
| YTD | +54.7% | -33.1% | +87.7% | +55.2% |
| 1Y | +63.2% | -40.1% | +103.4% | +64.5% |
| 3Y | +220.7% | +319.0% | -98.3% | +161.8% |
| All | +148.0% | +423.8% | -275.8% | +89.7% |
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