-0.2%
SCHG vs NVDX
-38.0%
+37.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -18.4% | +12.9% | -2.5% |
| 7D | -6.8% | -28.9% | +22.1% | -1.8% |
| 30D | -11.2% | -44.1% | +32.9% | -3.1% |
| 3M | -7.4% | -36.0% | +28.6% | -1.5% |
| 6M | -1.0% | -26.7% | +25.6% | +1.4% |
| YTD | +0.9% | -26.1% | +27.0% | +1.3% |
| 1Y | -0.2% | -35.7% | +35.5% | +1.9% |
| All | -0.2% | -38.0% | +37.8% | +1.9% |
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