+602.7%
RVMD vs NVDX
+772.1%
-169.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.0% | -10.2% | +7.2% | -1.9% |
| 30D | -0.7% | -7.3% | +6.6% | -0.1% |
| 3M | +36.5% | +5.5% | +31.0% | +34.8% |
| 6M | +104.6% | +18.3% | +86.3% | +98.2% |
| YTD | +155.8% | +11.4% | +144.4% | +148.4% |
| 1Y | +340.7% | +12.7% | +328.0% | +324.3% |
| All | +602.7% | +772.1% | -169.5% | +546.5% |
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