-8.8%
NEE vs NVDX
+37.4%
-46.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.5% |
| 7D | -0.5% | -0.9% | +0.3% | -0.6% |
| 30D | -1.7% | +3.0% | -4.7% | -1.5% |
| 3M | -1.8% | +6.8% | -8.6% | -1.4% |
| 6M | -8.8% | +28.6% | -37.4% | -7.9% |
| All | -8.8% | +37.4% | -46.2% | -7.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling