+27.3%
OPEN vs NVDX
+774.9%
-747.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.4% | -2.2% | -5.8% |
| 7D | -10.5% | -8.6% | -1.9% | -9.0% |
| 30D | -21.8% | -1.4% | -20.3% | -21.9% |
| 3M | -37.5% | +10.6% | -48.1% | -39.4% |
| 6M | -44.1% | +20.2% | -64.3% | -47.1% |
| YTD | -52.0% | +11.8% | -63.8% | -54.4% |
| 1Y | -52.2% | +12.9% | -65.1% | -55.1% |
| All | +27.3% | +774.9% | -747.6% | -22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling