+71.7%
PBF vs NVDX
+774.9%
-703.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.2% | +0.9% |
| 7D | +2.3% | -8.6% | +11.0% | +2.6% |
| 30D | +11.6% | -1.4% | +13.0% | +11.5% |
| 3M | +81.7% | +10.6% | +71.1% | +80.0% |
| 6M | +96.4% | +20.2% | +76.3% | +92.1% |
| YTD | +189.5% | +11.8% | +177.7% | +183.4% |
| 1Y | +180.7% | +12.9% | +167.8% | +173.2% |
| All | +71.7% | +774.9% | -703.1% | +47.1% |
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