+57.3%
LLY vs NVDX
-27.2%
+84.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.2% | +6.8% | +0.2% |
| 7D | +10.1% | -14.1% | +24.1% | +9.1% |
| 30D | +24.0% | -31.3% | +55.4% | +21.8% |
| 3M | +27.3% | -16.2% | +43.4% | +26.3% |
| 6M | +47.0% | -11.9% | +58.8% | +46.7% |
| YTD | +32.6% | -9.4% | +42.0% | +29.7% |
| 1Y | +57.3% | -23.9% | +81.2% | +55.2% |
| All | +57.3% | -27.2% | +84.5% | +55.2% |
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