-49.7%
NRG vs NVDX
-27.2%
-22.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -6.2% | -7.3% | -12.3% |
| 7D | -13.7% | -14.1% | +0.3% | -11.2% |
| 30D | -13.6% | -31.3% | +17.8% | -7.6% |
| 3M | -28.5% | -16.2% | -12.4% | -26.5% |
| 6M | -45.8% | -11.9% | -33.9% | -45.7% |
| YTD | -46.9% | -9.4% | -37.5% | -48.8% |
| 1Y | -49.7% | -23.9% | -25.8% | -51.3% |
| All | -49.7% | -27.2% | -22.5% | -51.3% |
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 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