+806.2%
NVDX vs BG
+29.0%
+777.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.3% | -4.3% |
| 7D | -8.6% | +3.7% | -12.4% | -8.2% |
| 30D | -1.4% | +12.3% | -13.8% | 0.0% |
| 3M | +10.6% | -2.2% | +12.8% | +10.6% |
| 6M | +20.2% | +5.3% | +14.8% | +21.4% |
| YTD | +11.8% | +42.4% | -30.6% | +18.4% |
| 1Y | +12.9% | +55.2% | -42.3% | +20.9% |
| All | +806.2% | +29.0% | +777.1% | +721.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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