+48.2%
MA vs NVDX
+774.9%
-726.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.1% | -0.2% |
| 7D | -3.5% | -8.6% | +5.2% | -3.2% |
| 30D | +0.7% | -1.4% | +2.1% | +0.6% |
| 3M | +15.8% | +10.6% | +5.2% | +15.0% |
| 6M | +10.2% | +20.2% | -9.9% | +8.7% |
| YTD | -0.5% | +11.8% | -12.3% | -1.8% |
| 1Y | -1.8% | +12.9% | -14.7% | -3.6% |
| All | +48.2% | +774.9% | -726.7% | +11.4% |
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