+848.3%
NVDX vs FDS
-34.6%
+883.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.7% |
| 7D | -0.9% | -8.8% | +7.9% | -0.3% |
| 30D | +3.0% | -1.4% | +4.4% | +3.1% |
| 3M | +6.8% | +13.9% | -7.1% | +5.7% |
| 6M | +28.6% | +27.4% | +1.2% | +25.0% |
| YTD | +17.0% | -2.5% | +19.5% | +24.3% |
| 1Y | +27.0% | -23.8% | +50.8% | +52.3% |
| All | +848.3% | -34.6% | +883.0% | +1,027.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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