+293.4%
SMH vs NVDX
+774.9%
-481.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.0% | -1.0% |
| 7D | +1.4% | -8.6% | +10.0% | +4.2% |
| 30D | -2.2% | -1.4% | -0.8% | -2.4% |
| 3M | -1.9% | +10.6% | -12.5% | -6.0% |
| 6M | +41.0% | +20.2% | +20.9% | +29.6% |
| YTD | +55.6% | +11.8% | +43.8% | +44.8% |
| 1Y | +86.8% | +12.9% | +73.9% | +70.7% |
| All | +293.4% | +774.9% | -481.5% | +67.1% |
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