-5.5%
IP vs NVDX
-41.3%
+35.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.0% | -7.4% | -1.7% |
| 7D | -2.8% | -26.1% | +23.3% | -1.1% |
| 30D | +9.2% | -43.3% | +52.5% | +12.7% |
| 3M | -16.1% | -41.0% | +24.9% | -13.8% |
| 6M | +9.6% | -46.3% | +55.9% | +13.1% |
| YTD | -8.8% | -33.1% | +24.3% | -9.9% |
| 1Y | -5.5% | -40.1% | +34.6% | -8.2% |
| All | -5.5% | -41.3% | +35.8% | -8.2% |
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