-3.9%
MCD vs NVDX
-27.2%
+23.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.2% | +12.7% | +6.0% |
| 7D | +11.9% | -14.1% | +25.9% | +10.7% |
| 30D | +20.2% | -31.3% | +51.6% | +17.3% |
| 3M | +5.2% | -16.2% | +21.3% | +4.3% |
| 6M | 0.0% | -11.9% | +11.9% | -0.1% |
| YTD | -6.5% | -9.4% | +2.9% | -7.2% |
| 1Y | -3.9% | -23.9% | +19.9% | -5.4% |
| All | -3.9% | -27.2% | +23.2% | -5.4% |
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 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