+237.9%
MXL vs NVDX
+774.9%
-536.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | -1.5% |
| 7D | +16.6% | -8.6% | +25.3% | +20.0% |
| 30D | +0.5% | -1.4% | +1.9% | +0.5% |
| 3M | -3.6% | +10.6% | -14.3% | -6.7% |
| 6M | +328.0% | +20.2% | +307.9% | +295.6% |
| YTD | +297.8% | +11.8% | +286.0% | +272.0% |
| 1Y | +339.4% | +12.9% | +326.5% | +303.1% |
| All | +237.9% | +774.9% | -536.9% | +45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling