+31.3%
HD vs NVDX
+357.5%
-326.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.2% | +0.2% |
| 7D | +1.5% | -24.7% | +26.3% | +2.2% |
| 30D | +18.0% | -48.2% | +66.2% | +19.8% |
| 3M | +2.8% | -51.9% | +54.7% | +4.5% |
| 6M | +17.0% | -55.6% | +72.6% | +18.9% |
| YTD | +3.5% | -41.5% | +45.1% | +3.9% |
| 1Y | -2.6% | -44.0% | +41.4% | -2.2% |
| 3Y | +30.7% | +262.2% | -231.5% | +14.0% |
| All | +31.3% | +357.5% | -326.2% | +11.0% |
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