-18.6%
NRG vs NVDX
+34.6%
-53.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.4% | +5.0% | +6.1% |
| 7D | +7.1% | +11.6% | -4.5% | +4.8% |
| 30D | -1.4% | +7.5% | -9.0% | -3.2% |
| 3M | -10.5% | +2.1% | -12.6% | -12.0% |
| 6M | -26.7% | +35.5% | -62.3% | -34.4% |
| YTD | -24.5% | +24.1% | -48.7% | -31.6% |
| 1Y | -18.6% | +33.0% | -51.5% | -28.6% |
| All | -18.6% | +34.6% | -53.1% | -28.6% |
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