+33.3%
RRX vs NVDX
+772.1%
-738.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.7% |
| 7D | -0.3% | -10.2% | +9.9% | +1.1% |
| 30D | -6.1% | -7.3% | +1.2% | -5.4% |
| 3M | -23.1% | +5.5% | -28.6% | -24.2% |
| 6M | -19.5% | +18.3% | -37.8% | -22.5% |
| YTD | +16.1% | +11.4% | +4.6% | +12.1% |
| 1Y | +12.9% | +12.7% | +0.2% | +8.0% |
| All | +33.3% | +772.1% | -738.8% | +13.4% |
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 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