+788.4%
OUST vs NVDX
+833.4%
-45.0%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.9% | +6.8% | +4.0% |
| 7D | +12.7% | +7.3% | +5.4% | +10.5% |
| 30D | -13.6% | -0.9% | -12.7% | -13.6% |
| 3M | -8.3% | +8.4% | -16.7% | -10.6% |
| 6M | +85.0% | +38.2% | +46.8% | +68.8% |
| YTD | +73.2% | +19.3% | +54.0% | +62.9% |
| 1Y | +32.5% | +33.3% | -0.8% | +20.5% |
| All | +788.4% | +833.4% | -45.0% | +408.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling