+263.4%
MXL vs NVDX
+772.1%
-508.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.9% | +7.6% |
| 7D | +18.9% | -10.2% | +29.1% | +23.0% |
| 30D | +0.3% | -7.3% | +7.7% | +2.4% |
| 3M | -8.0% | +5.5% | -13.6% | -9.7% |
| 6M | +341.2% | +18.3% | +323.0% | +309.7% |
| YTD | +327.8% | +11.4% | +316.4% | +300.5% |
| 1Y | +364.9% | +12.7% | +352.2% | +326.8% |
| All | +263.4% | +772.1% | -508.7% | +57.0% |
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