+183.7%
MS vs NVDX
+394.1%
-210.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -11.0% | +11.2% | +1.5% |
| 7D | +0.8% | -34.6% | +35.4% | +5.3% |
| 30D | -0.7% | -47.9% | +47.2% | +6.3% |
| 3M | -12.4% | -44.4% | +32.1% | -7.2% |
| 6M | -1.7% | -47.3% | +45.6% | +3.9% |
| YTD | +8.0% | -36.9% | +44.9% | +11.1% |
| 1Y | +16.2% | -46.8% | +63.0% | +21.3% |
| 3Y | +171.3% | +295.2% | -123.9% | +144.3% |
| All | +183.7% | +394.1% | -210.4% | +150.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling