+13.9%
MCD vs NVDX
+376.7%
-362.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.6% | -0.7% |
| 7D | -1.6% | -17.5% | +16.0% | -2.0% |
| 30D | +16.0% | -49.2% | +65.3% | +14.3% |
| 3M | 0.0% | -49.3% | +49.3% | -1.4% |
| 6M | +0.9% | -52.0% | +52.9% | -0.3% |
| YTD | -8.7% | -39.1% | +30.4% | -9.5% |
| 1Y | -8.6% | -45.8% | +37.2% | -9.4% |
| 3Y | +9.9% | +281.3% | -271.5% | +7.6% |
| All | +13.9% | +376.7% | -362.9% | +10.3% |
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