+303.5%
SN vs NVDX
+815.5%
-512.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -3.1% |
| 7D | -3.4% | -0.9% | -2.5% | -3.3% |
| 30D | -9.1% | +3.0% | -12.0% | -9.8% |
| 3M | +31.8% | +6.8% | +25.0% | +29.2% |
| 6M | +52.0% | +28.6% | +23.4% | +43.5% |
| YTD | +51.3% | +17.0% | +34.3% | +43.9% |
| 1Y | +46.9% | +27.0% | +19.8% | +36.2% |
| All | +303.5% | +815.5% | -512.0% | +200.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling