+866.8%
NVDX vs IBN
+35.5%
+831.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.5% | -1.4% | -2.5% |
| 7D | +7.3% | -2.2% | +9.5% | +8.7% |
| 30D | -0.9% | -2.3% | +1.4% | +0.3% |
| 3M | +8.4% | +15.9% | -7.5% | -1.5% |
| 6M | +38.2% | +5.6% | +32.6% | +32.6% |
| YTD | +19.3% | -0.1% | +19.4% | +18.1% |
| 1Y | +33.3% | -6.5% | +39.8% | +36.1% |
| All | +866.8% | +35.5% | +831.3% | +679.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling