+128.3%
PM vs NVDX
+833.4%
-705.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.9% | +5.1% | +1.1% |
| 7D | -1.3% | +7.3% | -8.6% | -1.1% |
| 30D | -2.6% | -0.9% | -1.6% | -2.5% |
| 3M | +5.8% | +8.4% | -2.6% | +6.4% |
| 6M | +10.6% | +38.2% | -27.6% | +11.9% |
| YTD | +17.2% | +19.3% | -2.1% | +18.3% |
| 1Y | +17.6% | +33.3% | -15.6% | +19.3% |
| All | +128.3% | +833.4% | -705.1% | +133.3% |
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