+26.8%
OPEN vs NVDX
+772.1%
-745.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -11.4% | -10.2% | -1.2% | -9.6% |
| 30D | -20.1% | -7.3% | -12.7% | -19.2% |
| 3M | -37.6% | +5.5% | -43.1% | -39.0% |
| 6M | -47.1% | +18.3% | -65.3% | -49.7% |
| YTD | -52.1% | +11.4% | -63.6% | -54.6% |
| 1Y | -73.5% | +12.7% | -86.2% | -75.1% |
| All | +26.8% | +772.1% | -745.3% | -23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling