+14.5%
IP vs NVDX
+772.1%
-757.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -7.7% | -10.2% | +2.5% | -7.1% |
| 30D | -15.5% | -7.3% | -8.2% | -15.3% |
| 3M | -0.6% | +5.5% | -6.1% | -1.4% |
| 6M | -8.8% | +18.3% | -27.1% | -10.3% |
| YTD | -9.6% | +11.4% | -21.0% | -11.1% |
| 1Y | -22.5% | +12.7% | -35.2% | -24.2% |
| All | +14.5% | +772.1% | -757.6% | +8.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling