+24.6%
MLM vs NVDX
+815.5%
-791.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -1.6% |
| 7D | -2.7% | -0.9% | -1.8% | -2.7% |
| 30D | -8.3% | +3.0% | -11.3% | -8.7% |
| 3M | -12.0% | +6.8% | -18.7% | -12.8% |
| 6M | -17.6% | +28.6% | -46.2% | -19.9% |
| YTD | -18.9% | +17.0% | -35.9% | -20.9% |
| 1Y | -17.6% | +27.0% | -44.7% | -20.7% |
| All | +24.6% | +815.5% | -791.0% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling