+84.1%
PBR vs NVDX
+774.9%
-690.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.4% | +6.6% | +2.3% |
| 7D | +4.2% | -8.6% | +12.9% | +4.6% |
| 30D | +22.7% | -1.4% | +24.2% | +22.6% |
| 3M | +21.5% | +10.6% | +10.9% | +20.5% |
| 6M | +24.0% | +20.2% | +3.8% | +21.9% |
| YTD | +88.2% | +11.8% | +76.4% | +85.4% |
| 1Y | +74.8% | +12.9% | +61.9% | +71.4% |
| All | +84.1% | +774.9% | -690.8% | +70.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling