+37.9%
MSCI vs NVDX
+357.5%
-319.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.0% | +5.4% | +1.5% |
| 7D | +3.0% | -24.7% | +27.7% | +4.0% |
| 30D | +17.8% | -48.2% | +66.0% | +20.5% |
| 3M | +15.2% | -51.9% | +67.1% | +18.0% |
| 6M | +16.5% | -55.6% | +72.1% | +19.5% |
| YTD | +16.4% | -41.5% | +57.9% | +17.2% |
| 1Y | +16.8% | -44.0% | +60.8% | +17.7% |
| 3Y | +35.8% | +262.2% | -226.5% | +17.0% |
| All | +37.9% | +357.5% | -319.6% | +13.0% |
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