+227.3%
MS vs NVDX
+871.3%
-644.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.2% | +0.1% |
| 7D | +1.4% | +11.6% | -10.2% | +0.1% |
| 30D | -0.3% | +7.5% | -7.8% | -1.3% |
| 3M | +0.3% | +2.1% | -1.8% | -0.8% |
| 6M | +31.3% | +35.5% | -4.2% | +25.2% |
| YTD | +24.7% | +24.1% | +0.5% | +19.5% |
| 1Y | +47.9% | +33.0% | +15.0% | +39.7% |
| All | +227.3% | +871.3% | -644.0% | +169.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling