+803.3%
NVDX vs RGEN
+13.6%
+789.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -10.2% | -1.4% | -8.8% | -9.7% |
| 30D | -7.3% | -0.3% | -7.0% | -7.2% |
| 3M | +5.5% | +23.9% | -18.4% | -3.7% |
| 6M | +18.3% | +38.5% | -20.3% | +2.1% |
| YTD | +11.4% | +0.8% | +10.6% | +9.3% |
| 1Y | +12.7% | +38.2% | -25.5% | -4.5% |
| All | +803.3% | +13.6% | +789.7% | +753.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling