-4.6%
HD vs NVDX
-27.2%
+22.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.2% | +12.7% | +6.4% |
| 7D | +11.9% | -14.1% | +26.0% | +11.7% |
| 30D | +26.4% | -31.3% | +57.8% | +26.2% |
| 3M | +2.8% | -16.2% | +19.0% | +2.5% |
| 6M | +15.5% | -11.9% | +27.3% | +15.1% |
| YTD | +5.5% | -9.4% | +14.9% | +3.8% |
| 1Y | -4.6% | -23.9% | +19.3% | -5.4% |
| All | -4.6% | -27.2% | +22.6% | -5.4% |
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