+56.7%
LPLA vs NVDX
+815.5%
-758.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | 0.0% |
| 7D | -1.5% | -0.9% | -0.7% | -1.5% |
| 30D | -6.0% | +3.0% | -9.0% | -6.6% |
| 3M | +21.4% | +6.8% | +14.6% | +19.4% |
| 6M | +12.1% | +28.6% | -16.5% | +6.9% |
| YTD | -1.8% | +17.0% | -18.8% | -5.9% |
| 1Y | +3.2% | +27.0% | -23.8% | -2.8% |
| All | +56.7% | +815.5% | -758.9% | +26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling