+13.2%
MCD vs NVDX
+357.5%
-344.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | -0.7% |
| 7D | -1.6% | -24.7% | +23.1% | -2.3% |
| 30D | +14.1% | -48.2% | +62.3% | +12.4% |
| 3M | +0.6% | -51.9% | +52.5% | -0.9% |
| 6M | 0.0% | -55.6% | +55.7% | -1.4% |
| YTD | -9.3% | -41.5% | +32.3% | -10.1% |
| 1Y | -9.3% | -44.0% | +34.7% | -10.1% |
| 3Y | +8.6% | +262.2% | -253.6% | +6.3% |
| All | +13.2% | +357.5% | -344.4% | +9.5% |
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