-0.4%
MCO vs NVDX
+34.6%
-35.0%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.6% | -2.1% |
| 7D | -4.2% | +11.6% | -15.8% | -3.9% |
| 30D | +2.2% | +7.5% | -5.3% | +2.5% |
| 3M | +10.1% | +2.1% | +8.0% | +10.8% |
| 6M | +5.3% | +35.5% | -30.3% | +6.0% |
| YTD | -2.7% | +24.1% | -26.9% | -2.2% |
| 1Y | -0.4% | +33.0% | -33.3% | +0.6% |
| All | -0.4% | +34.6% | -35.0% | +0.6% |
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