+26.4%
LMT vs NVDX
+772.1%
-745.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -0.2% | -10.2% | +10.0% | -0.4% |
| 30D | -13.1% | -7.3% | -5.7% | -13.2% |
| 3M | -3.9% | +5.5% | -9.4% | -3.6% |
| 6M | -18.3% | +18.3% | -36.5% | -17.8% |
| YTD | +10.3% | +11.4% | -1.1% | +10.9% |
| 1Y | +14.2% | +12.7% | +1.6% | +15.0% |
| All | +26.4% | +772.1% | -745.7% | +41.0% |
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