+440.8%
SIMO vs NVDX
+815.5%
-374.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.5% |
| 7D | +14.5% | -0.9% | +15.4% | +14.6% |
| 30D | +20.4% | +3.0% | +17.4% | +19.1% |
| 3M | +7.1% | +6.8% | +0.4% | +5.0% |
| 6M | +129.2% | +28.6% | +100.6% | +113.3% |
| YTD | +201.9% | +17.0% | +184.9% | +184.9% |
| 1Y | +235.5% | +27.0% | +208.5% | +209.4% |
| All | +440.8% | +815.5% | -374.7% | +248.0% |
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 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