-23.9%
NVDX vs BOXX
+4.1%
-27.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | 0.0% | -6.2% | -6.3% |
| 7D | -14.1% | +0.1% | -14.2% | -14.6% |
| 30D | -31.3% | +0.4% | -31.7% | -32.8% |
| 3M | -16.2% | +1.0% | -17.2% | -21.6% |
| 6M | -11.9% | +2.0% | -13.8% | -26.8% |
| YTD | -9.4% | +3.3% | -12.7% | -53.8% |
| 1Y | -23.9% | +4.1% | -27.9% | -81.7% |
| All | -23.9% | +4.1% | -27.9% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 1y: compounded portfolio wealth divided by compounded BOXX 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…
1y analysis · Full analysis span regression · 6 months rolling