+15.1%
HD vs NVDX
+774.9%
-759.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -1.4% |
| 7D | -3.9% | -8.6% | +4.7% | -3.6% |
| 30D | -13.1% | -1.4% | -11.7% | -13.2% |
| 3M | -3.4% | +10.6% | -14.1% | -4.0% |
| 6M | -12.6% | +20.2% | -32.7% | -13.5% |
| YTD | -9.2% | +11.8% | -21.0% | -10.2% |
| 1Y | -23.9% | +12.9% | -36.8% | -25.0% |
| All | +15.1% | +774.9% | -759.7% | -4.1% |
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