+806.2%
NVDX vs AEE
+47.2%
+758.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -5.4% |
| 7D | -8.6% | -0.7% | -8.0% | -9.1% |
| 30D | -1.4% | -2.0% | +0.5% | -2.9% |
| 3M | +10.6% | -2.8% | +13.5% | +8.6% |
| 6M | +20.2% | -3.6% | +23.7% | +18.2% |
| YTD | +11.8% | +7.3% | +4.5% | +20.5% |
| 1Y | +12.9% | +8.7% | +4.2% | +23.7% |
| All | +806.2% | +47.2% | +758.9% | +1,574.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling