+803.3%
NVDX vs NWSA
+37.3%
+766.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -10.2% | -2.8% | -7.4% | -8.2% |
| 30D | -7.3% | +3.0% | -10.4% | -9.5% |
| 3M | +5.5% | +12.3% | -6.8% | -6.2% |
| 6M | +18.3% | +21.9% | -3.6% | -3.3% |
| YTD | +11.4% | +13.6% | -2.1% | -3.1% |
| 1Y | +12.7% | +0.5% | +12.2% | +12.8% |
| All | +803.3% | +37.3% | +766.0% | +575.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 5y: compounded portfolio wealth divided by compounded NWSA 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…
5y analysis · Full analysis span regression · 6 months rolling