+24.5%
PH vs NVDX
+9.6%
+14.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.7% |
| 7D | -1.3% | -10.2% | +8.9% | -0.6% |
| 30D | -11.0% | -7.3% | -3.6% | -10.5% |
| 3M | +5.5% | +5.5% | 0.0% | +4.6% |
| 6M | +1.5% | +18.3% | -16.8% | -1.4% |
| YTD | +8.8% | +11.4% | -2.7% | +5.5% |
| 1Y | +24.5% | +12.7% | +11.8% | +17.6% |
| All | +24.5% | +9.6% | +14.9% | +17.6% |
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