+866.8%
NVDX vs RGEN
+15.9%
+850.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.5% | -4.1% |
| 7D | +7.3% | -0.9% | +8.2% | +7.6% |
| 30D | -0.9% | +2.8% | -3.7% | -2.0% |
| 3M | +8.4% | +34.5% | -26.1% | -4.3% |
| 6M | +38.2% | +40.5% | -2.3% | +18.4% |
| YTD | +19.3% | +2.8% | +16.4% | +16.1% |
| 1Y | +33.3% | +39.6% | -6.4% | +12.5% |
| All | +866.8% | +15.9% | +850.9% | +806.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling