+9.1%
IR vs NVDX
-27.2%
+36.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.7% | 0.0% |
| 7D | +11.6% | -14.1% | +25.6% | +12.8% |
| 30D | +7.2% | -31.3% | +38.5% | +10.0% |
| 3M | -5.9% | -16.2% | +10.3% | -4.9% |
| 6M | +11.5% | -11.9% | +23.3% | +11.7% |
| YTD | +6.3% | -9.4% | +15.7% | +3.8% |
| 1Y | +9.1% | -23.9% | +33.0% | +5.4% |
| All | +9.1% | -27.2% | +36.3% | +5.4% |
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