+249.3%
RL vs NVDX
+265.5%
-16.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.9% | -0.7% |
| 7D | +2.6% | -24.7% | +27.3% | +5.8% |
| 30D | +2.9% | -48.2% | +51.1% | +10.7% |
| 3M | 0.0% | -51.9% | +51.9% | +8.0% |
| 6M | +17.1% | -55.6% | +72.8% | +26.5% |
| YTD | +10.1% | -41.5% | +51.7% | +13.3% |
| 1Y | +17.3% | -44.0% | +61.3% | +20.9% |
| 3Y | +249.3% | +262.2% | -12.9% | +191.7% |
| All | +249.3% | +265.5% | -16.1% | +191.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling