-6.4%
NU vs NVDX
+9.6%
-16.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.6% |
| 7D | -4.9% | -10.2% | +5.3% | -3.4% |
| 30D | +7.8% | -7.3% | +15.2% | +8.8% |
| 3M | +20.9% | +5.5% | +15.4% | +18.6% |
| 6M | +0.9% | +18.3% | -17.4% | -5.1% |
| YTD | -12.7% | +11.4% | -24.1% | -17.6% |
| 1Y | -6.4% | +12.7% | -19.1% | -12.0% |
| All | -6.4% | +9.6% | -16.0% | -12.0% |
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