+3.8%
MDLZ vs NVDX
+13.6%
-9.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | -0.3% |
| 7D | +1.7% | -8.6% | +10.3% | +0.9% |
| 30D | +1.1% | -1.4% | +2.6% | +1.3% |
| 3M | -1.8% | +10.6% | -12.5% | -0.1% |
| 6M | +12.3% | +20.2% | -7.9% | +15.4% |
| YTD | +18.0% | +11.8% | +6.2% | +21.1% |
| 1Y | +3.8% | +12.9% | -9.1% | +7.2% |
| All | +3.8% | +13.6% | -9.8% | +7.2% |
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