+86.1%
NDAQ vs NVDX
+774.9%
-688.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | -2.1% |
| 7D | -6.8% | -8.6% | +1.9% | -6.4% |
| 30D | -3.2% | -1.4% | -1.7% | -3.2% |
| 3M | +6.5% | +10.6% | -4.2% | +5.5% |
| 6M | +5.7% | +20.2% | -14.4% | +3.9% |
| YTD | -4.6% | +11.8% | -16.4% | -6.2% |
| 1Y | -1.6% | +12.9% | -14.5% | -3.6% |
| All | +86.1% | +774.9% | -688.7% | +66.7% |
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