+162.8%
PH vs NVDX
+833.4%
-670.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.3% |
| 7D | +0.4% | +7.3% | -6.9% | -0.4% |
| 30D | -10.8% | -0.9% | -9.9% | -11.0% |
| 3M | +8.5% | +8.4% | +0.1% | +6.6% |
| 6M | +3.9% | +38.2% | -34.2% | -1.6% |
| YTD | +9.4% | +19.3% | -9.9% | +4.8% |
| 1Y | +26.8% | +33.3% | -6.5% | +18.4% |
| All | +162.8% | +833.4% | -670.6% | +81.8% |
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 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