+12.9%
NVDX vs BUD
+33.5%
-20.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.5% |
| 7D | -8.6% | -3.2% | -5.4% | -9.3% |
| 30D | -1.4% | -3.7% | +2.2% | -2.2% |
| 3M | +10.6% | -4.4% | +15.1% | +9.7% |
| 6M | +20.2% | +7.7% | +12.4% | +19.8% |
| YTD | +11.8% | +23.1% | -11.3% | +25.4% |
| 1Y | +12.9% | +33.6% | -20.7% | +41.1% |
| All | +12.9% | +33.5% | -20.6% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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