+7.9%
LII vs NVDX
+815.5%
-807.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.3% |
| 7D | +0.5% | -0.9% | +1.4% | +0.6% |
| 30D | -11.2% | +3.0% | -14.2% | -11.7% |
| 3M | -28.8% | +6.8% | -35.6% | -29.6% |
| 6M | -26.9% | +28.6% | -55.5% | -29.4% |
| YTD | -22.2% | +17.0% | -39.2% | -24.6% |
| 1Y | -32.0% | +27.0% | -59.0% | -35.2% |
| All | +7.9% | +815.5% | -807.7% | -15.9% |
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