+61.8%
LH vs NVDX
+772.1%
-710.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | -4.7% | -10.2% | +5.5% | -4.6% |
| 30D | -3.5% | -7.3% | +3.8% | -3.4% |
| 3M | +17.7% | +5.5% | +12.2% | +17.6% |
| 6M | +15.8% | +18.3% | -2.5% | +15.4% |
| YTD | +25.1% | +11.4% | +13.7% | +24.7% |
| 1Y | +12.5% | +12.7% | -0.2% | +12.0% |
| All | +61.8% | +772.1% | -710.3% | +64.6% |
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