-97.7%
IRE vs NVDX
-40.4%
-57.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -9.0% | -4.5% | -1.9% |
| 7D | +11.1% | -17.5% | +28.7% | +45.5% |
| 30D | -75.2% | -49.2% | -25.9% | -33.2% |
| 3M | -86.4% | -49.3% | -37.0% | -62.6% |
| 6M | -94.8% | -52.0% | -42.9% | -84.5% |
| YTD | -93.3% | -39.1% | -54.2% | -84.8% |
| 1Y | -97.5% | -45.8% | -51.7% | -94.0% |
| All | -97.7% | -40.4% | -57.3% | -94.9% |
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 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