+18.4%
IP vs NVDX
+454.9%
-436.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -8.7% | +11.6% | +3.4% |
| 7D | -3.0% | -23.4% | +20.3% | -1.7% |
| 30D | +10.6% | -41.5% | +52.1% | +13.8% |
| 3M | -13.6% | -41.1% | +27.5% | -11.3% |
| 6M | +10.4% | -40.9% | +51.3% | +12.8% |
| YTD | -6.5% | -29.1% | +22.6% | -6.0% |
| 1Y | -2.1% | -33.5% | +31.4% | -1.4% |
| 3Y | +22.0% | +369.1% | -347.1% | +19.2% |
| All | +18.4% | +454.9% | -436.5% | +14.3% |
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