-23.9%
NVDX vs MDY
+17.5%
-41.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.6% | -6.8% | -7.4% |
| 7D | -14.1% | +1.7% | -15.8% | -17.0% |
| 30D | -31.3% | +1.2% | -32.5% | -32.9% |
| 3M | -16.2% | -3.5% | -12.7% | -9.1% |
| 6M | -11.9% | +3.5% | -15.4% | -15.4% |
| YTD | -9.4% | +13.6% | -23.0% | -24.9% |
| 1Y | -23.9% | +17.1% | -40.9% | -38.8% |
| All | -23.9% | +17.5% | -41.4% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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