+534.7%
PL vs NVDX
+376.7%
+158.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.0% | +5.9% | -1.1% |
| 7D | +22.3% | -17.5% | +39.8% | +26.8% |
| 30D | -8.3% | -49.2% | +40.9% | +5.6% |
| 3M | -43.3% | -49.3% | +6.1% | -35.0% |
| 6M | -65.8% | -52.0% | -13.9% | -60.6% |
| YTD | -29.5% | -39.1% | +9.6% | -23.5% |
| 1Y | +11.7% | -45.8% | +57.5% | +23.5% |
| 3Y | +540.6% | +281.3% | +259.2% | +425.5% |
| All | +534.7% | +376.7% | +158.0% | +392.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling