-23.9%
NVDX vs IBN
+4.2%
-28.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.8% | -9.9% | -7.0% |
| 7D | -14.1% | +8.9% | -23.0% | -16.0% |
| 30D | -31.3% | +12.6% | -44.0% | -34.2% |
| 3M | -16.2% | +3.1% | -19.2% | -16.4% |
| 6M | -11.9% | +20.6% | -32.5% | -20.9% |
| YTD | -9.4% | +5.8% | -15.2% | -11.5% |
| 1Y | -23.9% | +3.7% | -27.5% | -26.9% |
| All | -23.9% | +4.2% | -28.1% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling