+848.3%
NVDX vs BUD
+53.3%
+795.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -2.1% |
| 7D | -0.9% | -1.3% | +0.4% | -1.0% |
| 30D | +3.0% | -6.1% | +9.1% | +2.5% |
| 3M | +6.8% | -3.8% | +10.5% | +6.5% |
| 6M | +28.6% | +8.2% | +20.4% | +29.0% |
| YTD | +17.0% | +23.6% | -6.6% | +18.6% |
| 1Y | +27.0% | +33.4% | -6.4% | +29.4% |
| All | +848.3% | +53.3% | +795.0% | +825.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling