+393.8%
NVDX vs RRC
+51.8%
+342.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.8% | -8.2% | -8.7% |
| 7D | -17.5% | +2.5% | -20.1% | -18.6% |
| 30D | -49.2% | +21.1% | -70.4% | -53.6% |
| 3M | -49.3% | +28.4% | -77.7% | -55.1% |
| 6M | -52.0% | +26.5% | -78.4% | -57.5% |
| YTD | -39.1% | +47.0% | -86.1% | -52.6% |
| 1Y | -45.8% | +35.2% | -81.0% | -55.8% |
| 3Y | +281.3% | +61.0% | +220.3% | +201.4% |
| All | +393.8% | +51.8% | +342.0% | +287.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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