+803.3%
NVDX vs BR
-0.1%
+803.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -10.2% | -3.0% | -7.2% | -9.5% |
| 30D | -7.3% | -0.3% | -7.0% | -7.4% |
| 3M | +5.5% | +17.3% | -11.8% | -0.6% |
| 6M | +18.3% | -6.7% | +25.0% | +22.8% |
| YTD | +11.4% | -23.4% | +34.9% | +29.7% |
| 1Y | +12.7% | -32.7% | +45.4% | +44.6% |
| All | +803.3% | -0.1% | +803.5% | +680.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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