+49.0%
REGN vs NVDX
-27.2%
+76.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.2% | +1.8% | -4.6% |
| 7D | +14.4% | -14.1% | +28.5% | +13.9% |
| 30D | +28.1% | -31.3% | +59.4% | +27.3% |
| 3M | +22.5% | -16.2% | +38.7% | +21.9% |
| 6M | +31.6% | -11.9% | +43.5% | +31.1% |
| YTD | +21.0% | -9.4% | +30.4% | +18.8% |
| 1Y | +49.0% | -23.9% | +72.8% | +39.4% |
| All | +49.0% | -27.2% | +76.1% | +39.4% |
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