-4.6%
SM vs NVDX
+774.9%
-779.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +5.0% | +0.9% |
| 7D | +2.1% | -8.6% | +10.8% | +2.9% |
| 30D | +18.1% | -1.4% | +19.6% | +18.0% |
| 3M | +17.0% | +10.6% | +6.3% | +14.7% |
| 6M | +55.4% | +20.2% | +35.3% | +49.2% |
| YTD | +108.6% | +11.8% | +96.8% | +100.7% |
| 1Y | +45.7% | +12.9% | +32.8% | +38.3% |
| All | -4.6% | +774.9% | -779.5% | -24.4% |
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