+148.4%
PSX vs NVDX
+833.4%
-685.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.9% | +5.5% | +1.7% |
| 7D | +2.8% | +7.3% | -4.5% | +2.6% |
| 30D | +27.8% | -0.9% | +28.7% | +27.7% |
| 3M | +42.0% | +8.4% | +33.6% | +41.1% |
| 6M | +58.1% | +38.2% | +20.0% | +54.4% |
| YTD | +105.0% | +19.3% | +85.7% | +101.2% |
| 1Y | +104.9% | +33.3% | +71.7% | +98.7% |
| All | +148.4% | +833.4% | -685.0% | +121.9% |
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 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