-1.4%
LOW vs NVDX
-27.2%
+25.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -6.2% | +13.7% | +7.4% |
| 7D | +15.6% | -14.1% | +29.7% | +15.4% |
| 30D | +28.6% | -31.3% | +59.9% | +28.5% |
| 3M | +5.8% | -16.2% | +22.0% | +5.6% |
| 6M | +3.8% | -11.9% | +15.7% | +3.3% |
| YTD | -2.8% | -9.4% | +6.6% | -4.6% |
| 1Y | -1.4% | -23.9% | +22.5% | -1.9% |
| All | -1.4% | -27.2% | +25.8% | -1.9% |
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 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