-49.1%
PNR vs NVDX
+9.6%
-58.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -6.0% | -10.2% | +4.2% | -5.2% |
| 30D | -14.0% | -7.3% | -6.6% | -13.5% |
| 3M | -21.7% | +5.5% | -27.2% | -22.6% |
| 6M | -37.3% | +18.3% | -55.6% | -39.3% |
| YTD | -45.1% | +11.4% | -56.6% | -47.0% |
| 1Y | -49.1% | +12.7% | -61.8% | -51.4% |
| All | -49.1% | +9.6% | -58.7% | -51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling