+604.6%
SEI vs NVDX
+772.1%
-167.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | +22.6% | -10.2% | +32.8% | +25.8% |
| 30D | +9.1% | -7.3% | +16.4% | +10.7% |
| 3M | -11.3% | +5.5% | -16.9% | -13.1% |
| 6M | +22.0% | +18.3% | +3.7% | +14.4% |
| YTD | +47.3% | +11.4% | +35.8% | +39.7% |
| 1Y | +124.8% | +12.7% | +112.1% | +111.2% |
| All | +604.6% | +772.1% | -167.5% | +475.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling