+70.2%
IWM vs NVDX
+357.5%
-287.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.1% |
| 7D | +1.4% | -24.7% | +26.2% | +3.9% |
| 30D | +2.3% | -48.2% | +50.4% | +8.2% |
| 3M | -8.3% | -51.9% | +43.6% | -2.6% |
| 6M | -1.3% | -55.6% | +54.3% | +4.9% |
| YTD | +13.5% | -41.5% | +55.0% | +16.7% |
| 1Y | +18.4% | -44.0% | +62.4% | +21.9% |
| 3Y | +69.6% | +262.2% | -192.6% | +42.6% |
| All | +70.2% | +357.5% | -287.4% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling