-28.0%
ORCL vs NVDX
+34.6%
-62.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.6% | +2.6% |
| 7D | +5.3% | +11.6% | -6.4% | +1.3% |
| 30D | +10.0% | +7.5% | +2.4% | +6.3% |
| 3M | -32.6% | +2.1% | -34.7% | -34.3% |
| 6M | +4.9% | +35.5% | -30.6% | -10.2% |
| YTD | -17.8% | +24.1% | -41.9% | -28.3% |
| 1Y | -28.0% | +33.0% | -60.9% | -46.0% |
| All | -28.0% | +34.6% | -62.6% | -46.0% |
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 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