+59.9%
SHEL vs NVDX
+772.1%
-712.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | +4.1% | -10.2% | +14.3% | +4.4% |
| 30D | +8.4% | -7.3% | +15.7% | +8.5% |
| 3M | +13.7% | +5.5% | +8.2% | +13.2% |
| 6M | +12.7% | +18.3% | -5.6% | +11.3% |
| YTD | +35.3% | +11.4% | +23.9% | +33.8% |
| 1Y | +39.4% | +12.7% | +26.7% | +37.3% |
| All | +59.9% | +772.1% | -712.2% | +47.6% |
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