+803.3%
NVDX vs RJF
+82.5%
+720.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -10.2% | -2.7% | -7.5% | -7.8% |
| 30D | -7.3% | -4.3% | -3.1% | -3.8% |
| 3M | +5.5% | +15.7% | -10.2% | -10.5% |
| 6M | +18.3% | +17.8% | +0.5% | -2.4% |
| YTD | +11.4% | +9.2% | +2.3% | -1.8% |
| 1Y | +12.7% | +2.8% | +9.9% | +5.5% |
| All | +803.3% | +82.5% | +720.8% | +460.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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