+31.8%
MCK vs NVDX
+34.6%
-2.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.4% |
| 7D | +1.7% | +11.6% | -9.9% | +2.4% |
| 30D | +3.6% | +7.5% | -3.9% | +4.2% |
| 3M | +20.1% | +2.1% | +18.0% | +21.1% |
| 6M | -7.0% | +35.5% | -42.5% | -5.3% |
| YTD | +11.0% | +24.1% | -13.1% | +13.2% |
| 1Y | +31.8% | +33.0% | -1.1% | +36.2% |
| All | +31.8% | +34.6% | -2.8% | +36.2% |
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