+27.0%
NVDX vs TMF
-23.1%
+50.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.3% | -1.6% |
| 7D | -0.9% | -0.9% | 0.0% | -0.7% |
| 30D | +3.0% | -1.0% | +4.0% | +3.2% |
| 3M | +6.8% | -11.3% | +18.0% | +8.9% |
| 6M | +28.6% | -22.7% | +51.3% | +28.0% |
| YTD | +17.0% | -17.3% | +34.3% | +17.6% |
| 1Y | +27.0% | -22.5% | +49.5% | +27.4% |
| All | +27.0% | -23.1% | +50.1% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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