-83.2%
IRE vs NVDX
+14.5%
-97.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.9% | -4.9% | -4.6% |
| 7D | +29.0% | -0.9% | +29.9% | +30.3% |
| 30D | +24.2% | +3.0% | +21.2% | +23.6% |
| 3M | -53.2% | +6.8% | -59.9% | -54.2% |
| 6M | -36.0% | +28.6% | -64.6% | -50.7% |
| YTD | -51.0% | +17.0% | -68.0% | -57.4% |
| All | -83.2% | +14.5% | -97.7% | -85.7% |
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