-3.5%
IR vs NVDX
+34.6%
-38.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +1.2% |
| 7D | -2.8% | +11.6% | -14.4% | -3.4% |
| 30D | -15.1% | +7.5% | -22.7% | -15.5% |
| 3M | +6.1% | +2.1% | +4.0% | +5.3% |
| 6M | -16.8% | +35.5% | -52.3% | -19.1% |
| YTD | -3.5% | +24.1% | -27.7% | -6.7% |
| 1Y | -3.5% | +33.0% | -36.4% | -7.2% |
| All | -3.5% | +34.6% | -38.1% | -7.2% |
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