+439.6%
SN vs NVDX
+357.5%
+82.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.0% | +6.9% | +3.4% |
| 7D | +1.5% | -24.7% | +26.3% | +5.3% |
| 30D | +21.5% | -48.2% | +69.7% | +31.9% |
| 3M | +20.0% | -51.9% | +71.9% | +31.0% |
| 6M | +119.9% | -55.6% | +175.6% | +140.4% |
| YTD | +102.3% | -41.5% | +143.8% | +109.6% |
| 1Y | +148.0% | -44.0% | +192.0% | +157.5% |
| 3Y | +450.0% | +262.2% | +187.8% | +352.6% |
| All | +439.6% | +357.5% | +82.1% | +337.9% |
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