+12.7%
NVDX vs RBA
-27.6%
+40.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.1% | -0.5% |
| 7D | -10.2% | +0.1% | -10.3% | -10.2% |
| 30D | -7.3% | -2.9% | -4.4% | -7.2% |
| 3M | +5.5% | -20.9% | +26.4% | +4.6% |
| 6M | +18.3% | -17.7% | +36.0% | +15.3% |
| YTD | +11.4% | -18.2% | +29.6% | +11.8% |
| 1Y | +12.7% | -29.1% | +41.8% | +4.9% |
| All | +12.7% | -27.6% | +40.3% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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