-32.6%
LII vs NVDX
+13.6%
-46.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | -0.5% |
| 7D | -3.5% | -8.6% | +5.2% | -2.8% |
| 30D | -13.5% | -1.4% | -12.1% | -13.6% |
| 3M | -26.0% | +10.6% | -36.6% | -26.9% |
| 6M | -26.8% | +20.2% | -47.0% | -28.5% |
| YTD | -22.9% | +11.8% | -34.7% | -25.0% |
| 1Y | -32.6% | +12.9% | -45.5% | -35.5% |
| All | -32.6% | +13.6% | -46.2% | -35.5% |
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 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