+91.3%
NVTS vs NVDX
+9.6%
+81.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.5% |
| 7D | -1.4% | -10.2% | +8.8% | +4.0% |
| 30D | -16.5% | -7.3% | -9.2% | -13.8% |
| 3M | -47.6% | +5.5% | -53.2% | -49.9% |
| 6M | +7.3% | +18.3% | -11.0% | -8.2% |
| YTD | +62.9% | +11.4% | +51.4% | +42.0% |
| 1Y | +91.3% | +12.7% | +78.6% | +74.4% |
| All | +91.3% | +9.6% | +81.7% | +74.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling