+221.3%
SIMO vs NVDX
+13.6%
+207.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.4% | 0.0% | -3.2% |
| 7D | +12.5% | -8.6% | +21.2% | +15.4% |
| 30D | +18.4% | -1.4% | +19.9% | +18.3% |
| 3M | +5.6% | +10.6% | -5.0% | +1.6% |
| 6M | +116.9% | +20.2% | +96.8% | +96.1% |
| YTD | +188.4% | +11.8% | +176.6% | +166.5% |
| 1Y | +221.3% | +12.9% | +208.4% | +189.0% |
| All | +221.3% | +13.6% | +207.6% | +189.0% |
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