+848.3%
NVDX vs FGI
+10.4%
+837.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -1.9% |
| 7D | -0.9% | +14.7% | -15.6% | -0.8% |
| 30D | +3.0% | +67.0% | -64.0% | +4.1% |
| 3M | +6.8% | +31.0% | -24.2% | +7.4% |
| 6M | +28.6% | +126.8% | -98.2% | +31.5% |
| YTD | +17.0% | +35.6% | -18.6% | +18.6% |
| 1Y | +27.0% | +108.9% | -81.9% | +33.3% |
| All | +848.3% | +10.4% | +837.9% | +932.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FGI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling