+434.1%
HWM vs NVDX
+833.4%
-399.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.9% | -6.8% | -10.2% |
| 7D | -9.2% | +7.3% | -16.5% | -10.0% |
| 30D | -17.9% | -0.9% | -16.9% | -18.1% |
| 3M | -6.0% | +8.4% | -14.4% | -8.0% |
| 6M | -7.4% | +38.2% | -45.5% | -13.2% |
| YTD | +13.1% | +19.3% | -6.2% | +7.5% |
| 1Y | +29.3% | +33.3% | -3.9% | +19.8% |
| All | +434.1% | +833.4% | -399.3% | +271.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling