+58.9%
PR vs NVDX
+507.9%
-449.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.1% | -3.2% | +1.5% |
| 7D | -16.4% | -18.2% | +1.8% | -15.1% |
| 30D | -1.9% | -40.2% | +38.3% | +2.0% |
| 3M | +8.0% | -32.6% | +40.6% | +10.7% |
| 6M | +4.1% | -30.6% | +34.7% | +5.7% |
| YTD | +58.7% | -22.3% | +81.0% | +57.7% |
| 1Y | +75.8% | -27.1% | +103.0% | +75.1% |
| 3Y | +73.2% | +441.8% | -368.7% | +46.9% |
| All | +58.9% | +507.9% | -449.0% | +33.7% |
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 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