+304.6%
ROIV vs NVDX
+357.5%
-52.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.9% | -0.8% |
| 7D | +1.7% | -24.7% | +26.4% | +4.1% |
| 30D | +17.6% | -48.2% | +65.7% | +24.0% |
| 3M | +9.0% | -51.9% | +60.8% | +15.3% |
| 6M | +35.3% | -55.6% | +90.9% | +43.3% |
| YTD | +82.2% | -41.5% | +123.7% | +87.0% |
| 1Y | +92.3% | -44.0% | +136.3% | +97.6% |
| 3Y | +336.8% | +262.2% | +74.6% | +289.8% |
| All | +304.6% | +357.5% | -52.9% | +253.6% |
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