+48.9%
IVZ vs NVDX
+29.6%
+19.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.5% |
| 7D | +1.2% | -0.9% | +2.1% | +1.3% |
| 30D | +1.8% | +3.0% | -1.2% | +1.0% |
| 3M | +15.7% | +6.8% | +9.0% | +13.4% |
| 6M | +36.3% | +28.6% | +7.7% | +27.2% |
| YTD | +24.9% | +17.0% | +7.9% | +17.1% |
| 1Y | +48.9% | +27.0% | +21.9% | +39.2% |
| All | +48.9% | +29.6% | +19.4% | +39.2% |
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