+200.5%
P vs NVDX
+265.5%
-65.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.1% | -0.6% |
| 7D | +11.6% | -24.7% | +36.4% | +21.2% |
| 30D | -23.7% | -48.2% | +24.5% | -6.0% |
| 3M | -8.0% | -51.9% | +43.9% | +14.8% |
| 6M | +27.9% | -55.6% | +83.6% | +60.8% |
| YTD | +61.2% | -41.5% | +102.7% | +83.3% |
| 1Y | +28.6% | -44.0% | +72.6% | +47.8% |
| 3Y | +200.5% | +262.2% | -61.7% | +66.2% |
| All | +200.5% | +265.5% | -65.0% | +66.2% |
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