+167.6%
QLD vs NVDX
+454.9%
-287.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -8.7% | +15.5% | +9.6% |
| 7D | -1.4% | -23.4% | +21.9% | +7.0% |
| 30D | -19.6% | -41.5% | +21.9% | -4.8% |
| 3M | -14.1% | -41.1% | +27.0% | +0.5% |
| 6M | -13.6% | -40.9% | +27.2% | -0.4% |
| YTD | +12.5% | -29.1% | +41.6% | +20.2% |
| 1Y | +13.1% | -33.5% | +46.7% | +22.5% |
| 3Y | +154.7% | +369.1% | -214.4% | +23.2% |
| All | +167.6% | +454.9% | -287.3% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling