+99.0%
NTRA vs NVDX
-27.2%
+126.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.2% | +6.8% | +1.6% |
| 7D | -7.9% | -14.1% | +6.2% | -5.7% |
| 30D | -8.1% | -31.3% | +23.2% | -2.9% |
| 3M | +42.1% | -16.2% | +58.3% | +45.5% |
| 6M | +84.8% | -11.9% | +96.7% | +84.9% |
| YTD | +70.7% | -9.4% | +80.1% | +64.4% |
| 1Y | +99.0% | -23.9% | +122.9% | +95.8% |
| All | +99.0% | -27.2% | +126.2% | +95.8% |
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