+17.1%
NOW vs NVDX
+815.5%
-798.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.1% |
| 7D | -4.1% | -0.9% | -3.2% | -4.0% |
| 30D | +2.9% | +3.0% | -0.1% | +2.2% |
| 3M | +22.6% | +6.8% | +15.8% | +20.0% |
| 6M | +7.5% | +28.6% | -21.1% | +1.7% |
| YTD | -14.4% | +17.0% | -31.4% | -18.7% |
| 1Y | -29.8% | +27.0% | -56.8% | -35.0% |
| All | +17.1% | +815.5% | -798.5% | -31.3% |
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