+436.6%
HWM vs NVDX
+815.5%
-378.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | -8.0% | -0.9% | -7.2% | -7.9% |
| 30D | -18.0% | +3.0% | -21.0% | -18.6% |
| 3M | -9.5% | +6.8% | -16.3% | -11.2% |
| 6M | -8.4% | +28.6% | -37.0% | -13.3% |
| YTD | +13.6% | +17.0% | -3.4% | +8.3% |
| 1Y | +30.2% | +27.0% | +3.2% | +21.4% |
| All | +436.6% | +815.5% | -378.9% | +274.5% |
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 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