+71.7%
LUV vs NVDX
+772.1%
-700.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.4% |
| 7D | -1.0% | -10.2% | +9.3% | -0.2% |
| 30D | -12.4% | -7.3% | -5.0% | -12.0% |
| 3M | -11.0% | +5.5% | -16.5% | -11.8% |
| 6M | -5.0% | +18.3% | -23.3% | -7.1% |
| YTD | -3.8% | +11.4% | -15.2% | -5.9% |
| 1Y | +25.9% | +12.7% | +13.2% | +22.3% |
| All | +71.7% | +772.1% | -700.5% | +43.3% |
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