-9.1%
KMB vs NVDX
+815.5%
-824.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -4.2% |
| 7D | -8.6% | -0.9% | -7.7% | -8.6% |
| 30D | -7.5% | +3.0% | -10.5% | -7.4% |
| 3M | -0.6% | +6.8% | -7.4% | -0.1% |
| 6M | -1.5% | +28.6% | -30.2% | -0.2% |
| YTD | +1.6% | +17.0% | -15.4% | +2.8% |
| 1Y | -20.8% | +27.0% | -47.8% | -19.5% |
| All | -9.1% | +815.5% | -824.6% | -2.5% |
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