+373.9%
NVDX vs RBA
+53.1%
+320.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -5.0% | -4.4% |
| 7D | -24.7% | +1.7% | -26.5% | -25.4% |
| 30D | -48.2% | +8.3% | -56.5% | -50.2% |
| 3M | -51.9% | +10.5% | -62.4% | -54.4% |
| 6M | -55.6% | -5.9% | -49.8% | -56.1% |
| YTD | -41.5% | -6.9% | -34.7% | -42.8% |
| 1Y | -44.0% | -4.9% | -39.1% | -46.2% |
| 3Y | +262.2% | +64.5% | +197.8% | +192.5% |
| All | +373.9% | +53.1% | +320.8% | +280.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling