+206.5%
QLD vs NVDX
+871.3%
-664.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.1% |
| 7D | +0.6% | +11.6% | -11.0% | -3.0% |
| 30D | -0.1% | +7.5% | -7.7% | -3.2% |
| 3M | -8.4% | +2.1% | -10.5% | -10.2% |
| 6M | +32.2% | +35.5% | -3.3% | +16.6% |
| YTD | +28.9% | +24.1% | +4.8% | +15.6% |
| 1Y | +43.8% | +33.0% | +10.9% | +24.2% |
| All | +206.5% | +871.3% | -664.8% | +12.8% |
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