+4.1%
MDLZ vs NVDX
+833.4%
-829.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.4% |
| 7D | 0.0% | +7.3% | -7.3% | +0.3% |
| 30D | -1.6% | -0.9% | -0.6% | -1.5% |
| 3M | +0.9% | +8.4% | -7.5% | +1.7% |
| 6M | +7.3% | +38.2% | -30.8% | +9.4% |
| YTD | +16.4% | +19.3% | -2.8% | +18.3% |
| 1Y | +3.0% | +33.3% | -30.3% | +5.3% |
| All | +4.1% | +833.4% | -829.3% | +5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling