+866.8%
NVDX vs USFR
+13.9%
+852.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.2% |
| 7D | +7.3% | +0.1% | +7.2% | +8.5% |
| 30D | -0.9% | +0.3% | -1.2% | +4.6% |
| 3M | +8.4% | +1.0% | +7.4% | +28.1% |
| 6M | +38.2% | +1.9% | +36.2% | +85.2% |
| YTD | +19.3% | +2.7% | +16.6% | +72.3% |
| 1Y | +33.3% | +4.0% | +29.2% | +132.3% |
| All | +866.8% | +13.9% | +852.9% | +4,349.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 all: compounded portfolio wealth divided by compounded USFR 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…
all analysis · Full analysis span regression · 6 months rolling