+314.7%
NVDX vs RBA
+64.0%
+250.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.5% | +6.5% | +6.2% |
| 7D | -26.1% | +0.6% | -26.7% | -26.4% |
| 30D | -43.3% | +9.0% | -52.3% | -45.9% |
| 3M | -41.0% | +7.2% | -48.1% | -43.5% |
| 6M | -46.3% | -7.8% | -38.6% | -46.2% |
| YTD | -33.1% | -6.4% | -26.7% | -35.2% |
| 1Y | -40.1% | -4.2% | -36.0% | -43.2% |
| All | +314.7% | +64.0% | +250.7% | +201.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling