+28.0%
NBIS vs NVDX
-27.2%
+55.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.2% | -0.5% | -2.4% |
| 7D | -22.4% | -14.1% | -8.3% | -13.4% |
| 30D | -39.1% | -31.3% | -7.8% | -20.9% |
| 3M | -37.3% | -16.2% | -21.1% | -29.9% |
| 6M | -19.8% | -11.9% | -7.9% | -14.4% |
| YTD | +69.1% | -9.4% | +78.5% | +65.0% |
| 1Y | +28.0% | -23.9% | +51.9% | +31.5% |
| All | +28.0% | -27.2% | +55.2% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling