+40.3%
QLD vs NVDX
+29.6%
+10.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | +1.9% | -0.9% | +2.8% | +2.2% |
| 30D | -1.8% | +3.0% | -4.8% | -3.6% |
| 3M | -0.1% | +6.8% | -6.9% | -4.2% |
| 6M | +32.6% | +28.6% | +4.0% | +16.6% |
| YTD | +27.9% | +17.0% | +10.9% | +14.6% |
| 1Y | +40.3% | +27.0% | +13.3% | +26.0% |
| All | +40.3% | +29.6% | +10.7% | +26.0% |
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