+51.8%
ROKU vs NVDX
-38.0%
+89.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -18.4% | +17.0% | +0.1% |
| 7D | +2.6% | -28.9% | +31.5% | +5.3% |
| 30D | +5.5% | -44.1% | +49.5% | +10.5% |
| 3M | +9.1% | -36.0% | +45.1% | +12.5% |
| 6M | +28.9% | -26.7% | +55.6% | +29.4% |
| YTD | +47.8% | -26.1% | +73.9% | +44.3% |
| 1Y | +51.8% | -35.7% | +87.5% | +51.1% |
| All | +51.8% | -38.0% | +89.8% | +51.1% |
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