+561.5%
NVDU vs SPY
+77.8%
+483.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -3.4% |
| 7D | -10.1% | -0.8% | -9.4% | -7.3% |
| 30D | -7.1% | -1.1% | -6.0% | -2.5% |
| 3M | +7.0% | +3.9% | +3.1% | -5.8% |
| 6M | +21.4% | +13.6% | +7.8% | -22.8% |
| YTD | +15.6% | +12.7% | +3.0% | -22.8% |
| 1Y | +19.2% | +17.5% | +1.6% | -31.1% |
| All | +561.5% | +77.8% | +483.7% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling