+393.8%
NVDX vs COO
-23.8%
+417.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.2% | -7.8% | -8.8% |
| 7D | -17.5% | -2.1% | -15.5% | -17.3% |
| 30D | -49.2% | +13.9% | -63.2% | -50.6% |
| 3M | -49.3% | -18.9% | -30.4% | -47.2% |
| 6M | -52.0% | +3.7% | -55.7% | -53.7% |
| YTD | -39.1% | -24.1% | -15.0% | -34.6% |
| 1Y | -45.8% | -14.2% | -31.6% | -44.4% |
| 3Y | +281.3% | -24.5% | +305.8% | +246.2% |
| All | +393.8% | -23.8% | +417.6% | +337.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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