+803.3%
NVDX vs AEE
+47.2%
+756.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.4% |
| 7D | -10.2% | -0.8% | -9.4% | -10.8% |
| 30D | -7.3% | -2.9% | -4.4% | -9.4% |
| 3M | +5.5% | -2.4% | +7.9% | +4.0% |
| 6M | +18.3% | -2.7% | +21.0% | +17.2% |
| YTD | +11.4% | +7.3% | +4.2% | +20.1% |
| 1Y | +12.7% | +7.5% | +5.1% | +22.4% |
| All | +803.3% | +47.2% | +756.2% | +1,568.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling