-40.9%
SE vs NVDX
+34.6%
-75.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.1% |
| 7D | -6.1% | +11.6% | -17.7% | -7.7% |
| 30D | -2.5% | +7.5% | -10.0% | -4.0% |
| 3M | +21.7% | +2.1% | +19.6% | +20.2% |
| 6M | +27.0% | +35.5% | -8.5% | +16.8% |
| YTD | -12.1% | +24.1% | -36.3% | -18.7% |
| 1Y | -40.9% | +33.0% | -73.9% | -46.0% |
| All | -40.9% | +34.6% | -75.5% | -46.0% |
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