+848.3%
NVDX vs AEE
+49.1%
+799.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -2.3% |
| 7D | -0.9% | +1.1% | -1.9% | -0.1% |
| 30D | +3.0% | 0.0% | +3.0% | +3.1% |
| 3M | +6.8% | -0.9% | +7.7% | +6.6% |
| 6M | +28.6% | -2.4% | +31.0% | +27.8% |
| YTD | +17.0% | +8.6% | +8.4% | +27.4% |
| 1Y | +27.0% | +10.2% | +16.9% | +40.6% |
| All | +848.3% | +49.1% | +799.3% | +1,670.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling