+156.9%
PH vs NVDX
+774.9%
-618.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | -1.1% |
| 7D | -3.1% | -8.6% | +5.5% | -2.2% |
| 30D | -11.8% | -1.4% | -10.3% | -11.9% |
| 3M | +6.9% | +10.6% | -3.7% | +4.8% |
| 6M | -1.3% | +20.2% | -21.4% | -5.0% |
| YTD | +7.0% | +11.8% | -4.8% | +3.2% |
| 1Y | +23.1% | +12.9% | +10.2% | +17.3% |
| All | +156.9% | +774.9% | -618.0% | +79.0% |
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