+36.6%
OKE vs NVDX
-38.0%
+74.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -18.4% | +15.8% | -3.6% |
| 7D | -9.0% | -28.9% | +19.9% | -10.6% |
| 30D | -2.3% | -44.1% | +41.8% | -5.5% |
| 3M | 0.0% | -36.0% | +35.9% | -2.2% |
| 6M | -2.0% | -26.7% | +24.7% | -2.1% |
| YTD | +23.2% | -26.1% | +49.3% | +23.4% |
| 1Y | +36.6% | -35.7% | +72.3% | +36.6% |
| All | +36.6% | -38.0% | +74.6% | +36.6% |
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