-2.9%
IBM vs NVDX
+9.6%
-12.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.0% |
| 7D | +3.6% | -10.2% | +13.8% | +3.8% |
| 30D | +3.1% | -7.3% | +10.4% | +3.0% |
| 3M | -10.8% | +5.5% | -16.4% | -11.0% |
| 6M | -0.8% | +18.3% | -19.1% | -2.5% |
| YTD | -16.2% | +11.4% | -27.6% | -17.8% |
| 1Y | -2.9% | +12.7% | -15.6% | -4.8% |
| All | -2.9% | +9.6% | -12.5% | -4.8% |
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 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