+806.2%
NVDX vs IBN
+32.4%
+773.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -4.1% |
| 7D | -8.6% | -5.5% | -3.2% | -5.8% |
| 30D | -1.4% | -3.4% | +2.0% | +0.5% |
| 3M | +10.6% | +8.7% | +2.0% | +4.6% |
| 6M | +20.2% | +3.7% | +16.4% | +16.5% |
| YTD | +11.8% | -2.4% | +14.2% | +12.2% |
| 1Y | +12.9% | -8.1% | +21.0% | +16.3% |
| All | +806.2% | +32.4% | +773.8% | +640.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling