+5.4%
MDLZ vs NVDX
+815.5%
-810.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.2% |
| 7D | 0.0% | -0.9% | +0.8% | -0.1% |
| 30D | +1.4% | +3.0% | -1.5% | +1.7% |
| 3M | 0.0% | +6.8% | -6.7% | +0.8% |
| 6M | +9.1% | +28.6% | -19.5% | +11.0% |
| YTD | +17.9% | +17.0% | +0.9% | +19.8% |
| 1Y | +3.2% | +27.0% | -23.8% | +5.4% |
| All | +5.4% | +815.5% | -810.2% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling