+6.4%
MCD vs NVDX
+871.3%
-864.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.5% |
| 7D | -2.8% | +11.6% | -14.4% | -2.6% |
| 30D | -6.0% | +7.5% | -13.6% | -5.8% |
| 3M | -5.6% | +2.1% | -7.7% | -5.3% |
| 6M | -21.9% | +35.5% | -57.4% | -21.2% |
| YTD | -14.7% | +24.1% | -38.8% | -14.1% |
| 1Y | -17.3% | +33.0% | -50.2% | -16.5% |
| All | +6.4% | +871.3% | -864.9% | +4.7% |
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 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