+866.8%
NVDX vs FIVE
+44.9%
+821.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.2% |
| 7D | +7.3% | +3.7% | +3.6% | +5.8% |
| 30D | -0.9% | +4.0% | -4.9% | -2.9% |
| 3M | +8.4% | +36.2% | -27.9% | -4.3% |
| 6M | +38.2% | +18.0% | +20.1% | +26.9% |
| YTD | +19.3% | +34.9% | -15.6% | +4.1% |
| 1Y | +33.3% | +67.9% | -34.7% | +6.6% |
| All | +866.8% | +44.9% | +821.9% | +474.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIVE 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling