+299.2%
SMH vs NVDX
+772.1%
-472.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +0.3% | -10.2% | +10.5% | +3.6% |
| 30D | -2.8% | -7.3% | +4.5% | -1.1% |
| 3M | -6.7% | +5.5% | -12.2% | -9.4% |
| 6M | +41.8% | +18.3% | +23.5% | +31.0% |
| YTD | +57.9% | +11.4% | +46.4% | +47.1% |
| 1Y | +87.6% | +12.7% | +75.0% | +71.5% |
| All | +299.2% | +772.1% | -472.9% | +69.7% |
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 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