+14.0%
PFE vs NVDX
+357.5%
-343.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.1% |
| 7D | -1.7% | -24.7% | +23.0% | -2.1% |
| 30D | +0.3% | -48.2% | +48.5% | -0.7% |
| 3M | +9.4% | -51.9% | +61.2% | +8.2% |
| 6M | +14.9% | -55.6% | +70.5% | +13.7% |
| YTD | +23.8% | -41.5% | +65.3% | +23.1% |
| 1Y | +19.5% | -44.0% | +63.5% | +18.8% |
| 3Y | +21.0% | +262.2% | -241.2% | +30.7% |
| All | +14.0% | +357.5% | -343.6% | +24.0% |
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