-11.2%
SHOP vs NVDX
+9.6%
-20.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -11.2% | -10.2% | -1.0% | -9.1% |
| 30D | -14.4% | -7.3% | -7.0% | -13.2% |
| 3M | +16.6% | +5.5% | +11.1% | +13.6% |
| 6M | -0.6% | +18.3% | -18.9% | -9.0% |
| YTD | -20.0% | +11.4% | -31.4% | -26.2% |
| 1Y | -11.2% | +12.7% | -23.9% | -17.7% |
| All | -11.2% | +9.6% | -20.8% | -17.7% |
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