-6.8%
PEG vs NVDX
+34.6%
-41.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.6% | -0.1% |
| 7D | +0.7% | +11.6% | -10.9% | +0.7% |
| 30D | -2.4% | +7.5% | -10.0% | -2.4% |
| 3M | -4.8% | +2.1% | -6.9% | -4.6% |
| 6M | -10.7% | +35.5% | -46.2% | -11.0% |
| YTD | -6.7% | +24.1% | -30.8% | -7.1% |
| 1Y | -6.8% | +33.0% | -39.8% | -9.8% |
| All | -6.8% | +34.6% | -41.4% | -9.8% |
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