+15.8%
MSCI vs NVDX
+815.5%
-799.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.7% |
| 7D | -1.1% | -0.9% | -0.2% | -1.0% |
| 30D | -1.2% | +3.0% | -4.1% | -1.4% |
| 3M | -8.4% | +6.8% | -15.2% | -9.0% |
| 6M | -1.0% | +28.6% | -29.6% | -2.9% |
| YTD | -2.3% | +17.0% | -19.3% | -3.9% |
| 1Y | -1.2% | +27.0% | -28.2% | -3.7% |
| All | +15.8% | +815.5% | -799.7% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling