+14.4%
MSCI vs NVDX
+774.9%
-760.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.2% | -1.1% |
| 7D | -4.7% | -8.6% | +3.9% | -4.3% |
| 30D | -2.2% | -1.4% | -0.7% | -2.2% |
| 3M | -9.7% | +10.6% | -20.3% | -10.4% |
| 6M | +0.3% | +20.2% | -19.9% | -1.3% |
| YTD | -3.5% | +11.8% | -15.3% | -4.9% |
| 1Y | -1.4% | +12.9% | -14.3% | -3.3% |
| All | +14.4% | +774.9% | -760.5% | -8.3% |
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 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