+16.2%
MS vs NVDX
-44.8%
+61.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -11.0% | +11.2% | +1.9% |
| 7D | +0.8% | -34.6% | +35.4% | +7.1% |
| 30D | -0.7% | -47.9% | +47.2% | +9.1% |
| 3M | -12.4% | -44.4% | +32.1% | -5.1% |
| 6M | -1.7% | -47.3% | +45.6% | +6.1% |
| YTD | +8.0% | -36.9% | +44.9% | +10.6% |
| 1Y | +16.2% | -46.8% | +63.0% | +21.8% |
| All | +16.2% | -44.8% | +61.1% | +21.8% |
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 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