+69.3%
NVDX vs CAI
-8.1%
+77.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.8% |
| 7D | +7.3% | +0.2% | +7.1% | +7.3% |
| 30D | -0.9% | +9.1% | -10.1% | -2.0% |
| 3M | +8.4% | +53.8% | -45.4% | +1.9% |
| 6M | +38.2% | +33.5% | +4.6% | +31.0% |
| YTD | +19.3% | -8.0% | +27.3% | +17.5% |
| 1Y | +33.3% | -28.7% | +62.0% | +33.6% |
| All | +69.3% | -8.1% | +77.4% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 all: compounded portfolio wealth divided by compounded CAI 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…
all analysis · Full analysis span regression · 6 months rolling