-20.7%
MOS vs NVDX
+833.4%
-854.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +2.8% |
| 7D | +7.1% | +7.3% | -0.2% | +6.7% |
| 30D | +15.0% | -0.9% | +16.0% | +14.9% |
| 3M | +24.1% | +8.4% | +15.7% | +23.2% |
| 6M | +2.7% | +38.2% | -35.4% | +0.4% |
| YTD | +12.2% | +19.3% | -7.1% | +10.1% |
| 1Y | -16.3% | +33.3% | -49.5% | -18.5% |
| All | -20.7% | +833.4% | -854.1% | -32.9% |
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 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