+283.3%
SN vs NVDX
+772.1%
-488.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -7.3% | -10.2% | +3.0% | -5.8% |
| 30D | -13.6% | -7.3% | -6.3% | -12.9% |
| 3M | +18.6% | +5.5% | +13.1% | +16.5% |
| 6M | +46.0% | +18.3% | +27.7% | +39.5% |
| YTD | +43.7% | +11.4% | +32.3% | +37.7% |
| 1Y | +39.2% | +12.7% | +26.5% | +31.4% |
| All | +283.3% | +772.1% | -488.8% | +187.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling