+866.8%
NVDX vs CASY
+176.2%
+690.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.0% | -0.9% | -3.2% |
| 7D | +7.3% | -4.4% | +11.7% | +8.4% |
| 30D | -0.9% | -12.0% | +11.1% | +1.9% |
| 3M | +8.4% | -2.3% | +10.7% | +5.4% |
| 6M | +38.2% | +10.5% | +27.6% | +25.1% |
| YTD | +19.3% | +33.0% | -13.7% | -2.8% |
| 1Y | +33.3% | +41.1% | -7.9% | +3.8% |
| All | +866.8% | +176.2% | +690.6% | +461.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling