-27.3%
NRG vs NVDX
+9.6%
-36.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -4.7% | -10.2% | +5.5% | -2.7% |
| 30D | -6.0% | -7.3% | +1.4% | -4.8% |
| 3M | -8.0% | +5.5% | -13.5% | -10.2% |
| 6M | -23.2% | +18.3% | -41.4% | -28.9% |
| YTD | -28.1% | +11.4% | -39.5% | -33.3% |
| 1Y | -27.3% | +12.7% | -39.9% | -33.2% |
| All | -27.3% | +9.6% | -36.9% | -33.2% |
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