+33.0%
NVDX vs SHAK
-34.0%
+67.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +11.6% | -0.7% | +12.3% | +11.7% |
| 30D | +7.5% | -6.6% | +14.2% | +8.0% |
| 3M | +2.1% | +30.1% | -27.9% | -0.1% |
| 6M | +35.5% | -28.7% | +64.3% | +39.5% |
| YTD | +24.1% | -14.5% | +38.6% | +25.0% |
| 1Y | +33.0% | -31.9% | +64.8% | +45.9% |
| All | +33.0% | -34.0% | +67.0% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling