+93.0%
SMR vs NVDX
+772.1%
-679.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.3% | -15.4% | -15.6% |
| 7D | -11.2% | -10.2% | -1.0% | -7.8% |
| 30D | -10.2% | -7.3% | -2.9% | -8.2% |
| 3M | -10.0% | +5.5% | -15.6% | -13.0% |
| 6M | -30.5% | +18.3% | -48.7% | -35.8% |
| YTD | -39.2% | +11.4% | -50.7% | -43.2% |
| 1Y | -75.5% | +12.7% | -88.2% | -77.3% |
| All | +93.0% | +772.1% | -679.1% | +84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling