-0.8%
IOT vs NVDX
+9.6%
-10.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -4.5% | -10.2% | +5.7% | -3.9% |
| 30D | -2.4% | -7.3% | +4.9% | -2.2% |
| 3M | +19.0% | +5.5% | +13.4% | +18.3% |
| 6M | +19.6% | +18.3% | +1.3% | +16.0% |
| YTD | +8.3% | +11.4% | -3.2% | +5.1% |
| 1Y | -0.8% | +12.7% | -13.5% | -3.2% |
| All | -0.8% | +9.6% | -10.4% | -3.2% |
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