+45.3%
MO vs NVDX
-27.2%
+72.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.2% | +7.6% | +0.6% |
| 7D | +6.9% | -14.1% | +20.9% | +4.9% |
| 30D | +14.9% | -31.3% | +46.3% | +10.0% |
| 3M | +16.4% | -16.2% | +32.6% | +14.8% |
| 6M | +9.6% | -11.9% | +21.5% | +10.3% |
| YTD | +41.8% | -9.4% | +51.3% | +43.6% |
| 1Y | +45.3% | -23.9% | +69.2% | +45.7% |
| All | +45.3% | -27.2% | +72.5% | +45.7% |
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