+223.7%
MS vs NVDX
+815.5%
-591.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.2% |
| 7D | +1.7% | -0.9% | +2.6% | +1.8% |
| 30D | 0.0% | +3.0% | -3.0% | -0.6% |
| 3M | +3.0% | +6.8% | -3.8% | +1.5% |
| 6M | +35.7% | +28.6% | +7.1% | +30.2% |
| YTD | +23.3% | +17.0% | +6.3% | +19.0% |
| 1Y | +44.7% | +27.0% | +17.7% | +37.4% |
| All | +223.7% | +815.5% | -591.8% | +168.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling