+110.6%
IRM vs NVDX
+815.5%
-704.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.6% |
| 7D | +3.0% | -0.9% | +3.9% | +3.1% |
| 30D | -5.2% | +3.0% | -8.2% | -5.6% |
| 3M | -8.0% | +6.8% | -14.8% | -9.0% |
| 6M | +9.2% | +28.6% | -19.4% | +5.6% |
| YTD | +41.0% | +17.0% | +24.0% | +36.9% |
| 1Y | +23.3% | +27.0% | -3.8% | +18.3% |
| All | +110.6% | +815.5% | -704.9% | +60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling