+26.7%
Q vs NVDX
+12.8%
+13.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.2% |
| 7D | +0.2% | +11.6% | -11.4% | -3.2% |
| 30D | -11.1% | +7.5% | -18.7% | -13.5% |
| 3M | -22.1% | +2.1% | -24.2% | -23.9% |
| 6M | +0.5% | +35.5% | -35.0% | -11.8% |
| YTD | +47.8% | +24.1% | +23.7% | +30.0% |
| All | +26.7% | +12.8% | +13.9% | +13.0% |
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