+866.8%
NVDX vs ALHC
+82.1%
+784.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.9% |
| 7D | +7.3% | -1.0% | +8.3% | +7.3% |
| 30D | -0.9% | -6.3% | +5.4% | -1.2% |
| 3M | +8.4% | -12.3% | +20.7% | +7.4% |
| 6M | +38.2% | -27.0% | +65.2% | +36.7% |
| YTD | +19.3% | -31.8% | +51.1% | +18.1% |
| 1Y | +33.3% | -17.0% | +50.3% | +32.6% |
| All | +866.8% | +82.1% | +784.7% | +970.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 5y: compounded portfolio wealth divided by compounded ALHC 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…
5y analysis · Full analysis span regression · 6 months rolling