+145.5%
M vs NVDX
+357.5%
-212.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +1.8% |
| 7D | +7.0% | -24.7% | +31.8% | +9.2% |
| 30D | +8.9% | -48.2% | +57.1% | +14.1% |
| 3M | +4.5% | -51.9% | +56.4% | +9.9% |
| 6M | +36.2% | -55.6% | +91.8% | +43.2% |
| YTD | +15.1% | -41.5% | +56.7% | +17.0% |
| 1Y | +27.4% | -44.0% | +71.4% | +29.6% |
| 3Y | +160.1% | +262.2% | -102.1% | +156.6% |
| All | +145.5% | +357.5% | -212.0% | +145.5% |
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