+99.0%
MO vs NVDX
+772.1%
-673.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +0.1% | -10.2% | +10.4% | -0.4% |
| 30D | +7.1% | -7.3% | +14.5% | +6.9% |
| 3M | -2.0% | +5.5% | -7.5% | -1.2% |
| 6M | +7.3% | +18.3% | -11.0% | +9.1% |
| YTD | +23.5% | +11.4% | +12.0% | +25.4% |
| 1Y | +11.0% | +12.7% | -1.7% | +13.2% |
| All | +99.0% | +772.1% | -673.1% | +87.8% |
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