+65.5%
PPL vs NVDX
+454.9%
-389.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.7% | +8.4% | -0.5% |
| 7D | -1.2% | -23.4% | +22.1% | -1.9% |
| 30D | +4.2% | -41.5% | +45.7% | +2.9% |
| 3M | +1.5% | -41.1% | +42.6% | +0.3% |
| 6M | +1.0% | -40.9% | +41.9% | +0.1% |
| YTD | +4.4% | -29.1% | +33.5% | +4.2% |
| 1Y | +0.8% | -33.5% | +34.3% | +0.5% |
| 3Y | +56.5% | +369.1% | -312.7% | +69.2% |
| All | +65.5% | +454.9% | -389.4% | +78.9% |
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