+713.2%
PL vs NVDX
+833.4%
-120.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.9% | +2.2% | -0.9% |
| 7D | -7.5% | +7.3% | -14.8% | -8.9% |
| 30D | -25.6% | -0.9% | -24.7% | -25.7% |
| 3M | -45.6% | +8.4% | -54.0% | -47.1% |
| 6M | -29.5% | +38.2% | -67.7% | -35.1% |
| YTD | -9.7% | +19.3% | -29.0% | -14.7% |
| 1Y | +84.4% | +33.3% | +51.1% | +68.6% |
| All | +713.2% | +833.4% | -120.1% | +449.4% |
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