+58.6%
SHEL vs NVDX
+774.9%
-716.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.8% | +0.5% |
| 7D | +3.9% | -8.6% | +12.6% | +4.2% |
| 30D | +7.0% | -1.4% | +8.4% | +6.9% |
| 3M | +12.5% | +10.6% | +1.9% | +11.8% |
| 6M | +14.8% | +20.2% | -5.4% | +13.3% |
| YTD | +34.2% | +11.8% | +22.4% | +32.6% |
| 1Y | +37.0% | +12.9% | +24.1% | +35.0% |
| All | +58.6% | +774.9% | -716.3% | +46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling