-7.8%
LII vs NVDX
+265.5%
-273.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.2% | +1.5% |
| 7D | +2.9% | -24.7% | +27.7% | +5.4% |
| 30D | +0.9% | -48.2% | +49.1% | +6.5% |
| 3M | -15.5% | -51.9% | +36.3% | -10.6% |
| 6M | -30.2% | -55.6% | +25.4% | -26.0% |
| YTD | -26.8% | -41.5% | +14.7% | -25.0% |
| 1Y | -25.3% | -44.0% | +18.7% | -23.3% |
| 3Y | -7.8% | +262.2% | -270.0% | -22.6% |
| All | -7.8% | +265.5% | -273.2% | -22.6% |
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 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