+140.4%
NXT vs NVDX
+772.1%
-631.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | -1.9% | -10.2% | +8.3% | -0.4% |
| 30D | -20.0% | -7.3% | -12.7% | -19.4% |
| 3M | -30.7% | +5.5% | -36.3% | -31.6% |
| 6M | -29.0% | +18.3% | -47.3% | -31.3% |
| YTD | -4.8% | +11.4% | -16.3% | -7.5% |
| 1Y | +22.8% | +12.7% | +10.1% | +18.7% |
| All | +140.4% | +772.1% | -631.7% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling