+2.1%
KMB vs NVDX
+265.5%
-263.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.0% | +6.1% | +1.9% |
| 7D | +0.9% | -24.7% | +25.7% | -0.1% |
| 30D | +10.1% | -48.2% | +58.2% | +7.6% |
| 3M | 0.0% | -51.9% | +51.9% | -2.3% |
| 6M | +15.7% | -55.6% | +71.3% | +13.1% |
| YTD | +12.6% | -41.5% | +54.2% | +11.4% |
| 1Y | +10.1% | -44.0% | +54.1% | +8.9% |
| 3Y | +2.1% | +262.2% | -260.1% | +9.1% |
| All | +2.1% | +265.5% | -263.3% | +9.1% |
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