+206.0%
QLD vs NVDX
+833.4%
-627.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +1.1% |
| 7D | +3.0% | +7.3% | -4.3% | +0.6% |
| 30D | -1.8% | -0.9% | -0.9% | -2.3% |
| 3M | -1.8% | +8.4% | -10.2% | -5.7% |
| 6M | +36.9% | +38.2% | -1.3% | +20.0% |
| YTD | +28.7% | +19.3% | +9.4% | +16.9% |
| 1Y | +41.9% | +33.3% | +8.6% | +22.5% |
| All | +206.0% | +833.4% | -627.3% | +14.1% |
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