+21.2%
IP vs NVDX
+265.5%
-244.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.0% | +5.5% | +1.7% |
| 7D | -0.3% | -24.7% | +24.4% | +1.3% |
| 30D | +7.9% | -48.2% | +56.1% | +11.8% |
| 3M | -15.3% | -51.9% | +36.6% | -12.1% |
| 6M | +10.5% | -55.6% | +66.2% | +14.8% |
| YTD | -9.4% | -41.5% | +32.1% | -7.9% |
| 1Y | -4.6% | -44.0% | +39.4% | -3.0% |
| 3Y | +21.2% | +262.2% | -241.0% | +23.7% |
| All | +21.2% | +265.5% | -244.2% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling