+147.8%
PSX vs NVDX
+774.9%
-627.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.6% | -0.7% |
| 7D | +1.5% | -8.6% | +10.2% | +1.8% |
| 30D | +15.8% | -1.4% | +17.3% | +15.8% |
| 3M | +43.0% | +10.6% | +32.4% | +41.9% |
| 6M | +61.1% | +20.2% | +40.9% | +58.3% |
| YTD | +104.5% | +11.8% | +92.7% | +101.2% |
| 1Y | +102.5% | +12.9% | +89.6% | +98.1% |
| All | +147.8% | +774.9% | -627.1% | +121.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling