-50.2%
ORCL vs NVDX
+18.9%
-69.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | 0.0% |
| 7D | +10.9% | -0.9% | +11.8% | +11.2% |
| 30D | +7.0% | +3.0% | +4.0% | +5.3% |
| 3M | -21.2% | +6.8% | -28.0% | -24.4% |
| 6M | +7.4% | +28.6% | -21.2% | -4.2% |
| YTD | -16.3% | +17.0% | -33.3% | -24.3% |
| All | -50.2% | +18.9% | -69.1% | -56.3% |
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