+848.3%
NVDX vs TAP
-27.8%
+876.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -2.2% |
| 7D | -0.9% | -5.1% | +4.2% | -2.5% |
| 30D | +3.0% | -8.4% | +11.4% | +0.3% |
| 3M | +6.8% | -3.9% | +10.7% | +6.2% |
| 6M | +28.6% | -14.4% | +43.0% | +24.6% |
| YTD | +17.0% | -14.7% | +31.7% | +13.8% |
| 1Y | +27.0% | -18.7% | +45.7% | +23.4% |
| All | +848.3% | -27.8% | +876.1% | +882.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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