+128.9%
SMR vs NVDX
+774.9%
-645.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.4% | -1.1% | -3.9% |
| 7D | +4.7% | -8.6% | +13.4% | +8.0% |
| 30D | +3.2% | -1.4% | +4.7% | +3.0% |
| 3M | +9.9% | +10.6% | -0.7% | +4.5% |
| 6M | -15.1% | +20.2% | -35.3% | -22.1% |
| YTD | -27.9% | +11.8% | -39.7% | -32.7% |
| 1Y | -70.2% | +12.9% | -83.2% | -72.5% |
| All | +128.9% | +774.9% | -645.9% | +118.7% |
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 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