+61.1%
NVS vs NVDX
+774.9%
-713.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | -0.1% |
| 7D | -15.7% | -8.6% | -7.1% | -15.8% |
| 30D | -11.1% | -1.4% | -9.6% | -11.0% |
| 3M | -7.2% | +10.6% | -17.8% | -6.8% |
| 6M | -12.3% | +20.2% | -32.5% | -11.8% |
| YTD | +2.8% | +11.8% | -9.0% | +3.3% |
| 1Y | +11.9% | +12.9% | -1.0% | +12.6% |
| All | +61.1% | +774.9% | -713.7% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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