+12.9%
NVDX vs CASY
+15.3%
-2.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.5% |
| 7D | -8.6% | -17.2% | +8.6% | -12.3% |
| 30D | -1.4% | -24.4% | +22.9% | -7.2% |
| 3M | +10.6% | -31.4% | +42.0% | +2.1% |
| 6M | +20.2% | -8.9% | +29.0% | +15.2% |
| YTD | +11.8% | +13.8% | -2.0% | +12.1% |
| 1Y | +12.9% | +17.0% | -4.1% | +18.6% |
| All | +12.9% | +15.3% | -2.3% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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