+373.9%
NVDX vs RGEN
+15.4%
+358.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.3% |
| 7D | -24.7% | -3.3% | -21.5% | -23.7% |
| 30D | -48.2% | -5.8% | -42.3% | -46.7% |
| 3M | -51.9% | +0.2% | -52.1% | -52.0% |
| 6M | -55.6% | +56.8% | -112.4% | -63.3% |
| YTD | -41.5% | +2.4% | -43.9% | -43.1% |
| 1Y | -44.0% | +11.4% | -55.4% | -47.5% |
| 3Y | +262.2% | +15.2% | +247.1% | +240.9% |
| All | +373.9% | +15.4% | +358.5% | +344.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling