+806.2%
NVDX vs HRB
+14.3%
+791.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -4.5% |
| 7D | -8.6% | -12.2% | +3.5% | -9.3% |
| 30D | -1.4% | -3.0% | +1.5% | -1.5% |
| 3M | +10.6% | +21.7% | -11.1% | +12.7% |
| 6M | +20.2% | +52.3% | -32.2% | +22.8% |
| YTD | +11.8% | +6.5% | +5.3% | +16.3% |
| 1Y | +12.9% | -6.7% | +19.6% | +18.0% |
| All | +806.2% | +14.3% | +791.9% | +655.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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