+848.3%
NVDX vs SBAC
+3.3%
+845.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -2.3% |
| 7D | -0.9% | +0.2% | -1.1% | -0.9% |
| 30D | +3.0% | +3.9% | -0.9% | +4.3% |
| 3M | +6.8% | -8.2% | +15.0% | +4.5% |
| 6M | +28.6% | -2.8% | +31.4% | +27.3% |
| YTD | +17.0% | -1.5% | +18.5% | +16.7% |
| 1Y | +27.0% | 0.0% | +27.0% | +28.3% |
| All | +848.3% | +3.3% | +845.0% | +849.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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