+803.3%
NVDX vs BWA
+80.0%
+723.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.1% |
| 7D | -10.2% | -1.3% | -8.9% | -9.5% |
| 30D | -7.3% | -2.9% | -4.4% | -5.7% |
| 3M | +5.5% | -10.7% | +16.2% | +12.3% |
| 6M | +18.3% | +26.5% | -8.2% | +4.8% |
| YTD | +11.4% | +49.1% | -37.7% | -12.3% |
| 1Y | +12.7% | +52.1% | -39.4% | -13.3% |
| All | +803.3% | +80.0% | +723.4% | +411.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling