+203.6%
ROIV vs NVDX
+18.9%
+184.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.0% |
| 7D | +22.3% | -0.9% | +23.2% | +22.3% |
| 30D | +16.9% | +3.0% | +13.9% | +16.0% |
| 3M | +43.9% | +6.8% | +37.2% | +41.3% |
| 6M | +41.6% | +28.6% | +13.0% | +33.7% |
| YTD | +92.7% | +17.0% | +75.7% | +78.7% |
| All | +203.6% | +18.9% | +184.7% | +191.1% |
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 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