-83.7%
IRE vs NVDX
+21.5%
-105.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +1.4% | +12.6% | +12.3% |
| 7D | +54.8% | +11.6% | +43.2% | +37.7% |
| 30D | +18.4% | +7.5% | +10.9% | +13.7% |
| 3M | -66.7% | +2.1% | -68.8% | -65.3% |
| 6M | -52.3% | +35.5% | -87.8% | -64.9% |
| YTD | -52.3% | +24.1% | -76.4% | -61.1% |
| All | -83.7% | +21.5% | -105.1% | -86.9% |
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