+29.7%
Q vs NVDX
+8.4%
+21.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.9% | +6.2% | +3.5% |
| 7D | +6.7% | +7.3% | -0.6% | +4.3% |
| 30D | -10.6% | -0.9% | -9.7% | -10.8% |
| 3M | -14.6% | +8.4% | -23.0% | -17.9% |
| 6M | +12.1% | +38.2% | -26.1% | -1.9% |
| YTD | +51.3% | +19.3% | +32.0% | +34.6% |
| All | +29.7% | +8.4% | +21.3% | +17.0% |
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 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