+12.6%
MDB vs NVDX
+10.0%
+2.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.4% | +8.8% | +5.3% |
| 7D | -2.8% | -8.6% | +5.9% | -0.9% |
| 30D | -14.9% | -1.4% | -13.4% | -15.2% |
| 3M | +7.3% | +10.6% | -3.3% | +2.8% |
| 6M | +38.2% | +20.2% | +18.0% | +29.8% |
| YTD | -10.9% | +11.8% | -22.7% | -16.4% |
| All | +12.6% | +10.0% | +2.6% | +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 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