+19.0%
MSCI vs NVDX
-27.2%
+46.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -6.2% | +11.6% | +5.2% |
| 7D | +11.5% | -14.1% | +25.5% | +11.1% |
| 30D | +22.1% | -31.3% | +53.4% | +21.4% |
| 3M | +18.4% | -16.2% | +34.6% | +18.1% |
| 6M | +16.6% | -11.9% | +28.5% | +16.8% |
| YTD | +18.8% | -9.4% | +28.2% | +18.7% |
| 1Y | +19.0% | -23.9% | +42.8% | +17.3% |
| All | +19.0% | -27.2% | +46.2% | +17.3% |
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