+803.3%
NVDX vs WTW
+54.6%
+748.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -10.2% | -5.7% | -4.5% | -11.8% |
| 30D | -7.3% | -7.3% | -0.1% | -9.3% |
| 3M | +5.5% | +21.5% | -15.9% | +12.7% |
| 6M | +18.3% | +9.6% | +8.7% | +23.1% |
| YTD | +11.4% | -3.3% | +14.7% | +12.2% |
| 1Y | +12.7% | -6.1% | +18.8% | +13.2% |
| All | +803.3% | +54.6% | +748.8% | +1,259.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling