+93.2%
IEMG vs NVDX
+772.1%
-678.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -1.3% | -10.2% | +8.9% | -0.3% |
| 30D | +1.9% | -7.3% | +9.2% | +2.4% |
| 3M | +1.4% | +5.5% | -4.1% | +0.4% |
| 6M | +15.2% | +18.3% | -3.1% | +12.4% |
| YTD | +23.8% | +11.4% | +12.4% | +21.0% |
| 1Y | +30.7% | +12.7% | +18.0% | +27.0% |
| All | +93.2% | +772.1% | -678.9% | +49.1% |
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 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