+142.9%
MMM vs NVDX
+774.9%
-631.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.7% |
| 7D | -3.2% | -8.6% | +5.4% | -2.8% |
| 30D | -10.7% | -1.4% | -9.2% | -10.7% |
| 3M | +4.3% | +10.6% | -6.3% | +3.3% |
| 6M | +5.9% | +20.2% | -14.2% | +3.9% |
| YTD | +3.2% | +11.8% | -8.6% | +1.3% |
| 1Y | +8.0% | +12.9% | -4.9% | +5.5% |
| All | +142.9% | +774.9% | -631.9% | +116.6% |
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