+5.5%
MCD vs NVDX
+815.5%
-810.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -1.0% |
| 7D | -2.9% | -0.9% | -2.0% | -2.9% |
| 30D | -6.7% | +3.0% | -9.7% | -6.6% |
| 3M | -9.6% | +6.8% | -16.3% | -9.2% |
| 6M | -22.3% | +28.6% | -50.9% | -21.8% |
| YTD | -15.4% | +17.0% | -32.4% | -14.9% |
| 1Y | -16.8% | +27.0% | -43.8% | -16.1% |
| All | +5.5% | +815.5% | -810.1% | +3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling