+46.5%
SO vs NVDX
+774.9%
-728.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.8% | -0.9% |
| 7D | -1.1% | -8.6% | +7.5% | -1.6% |
| 30D | -3.7% | -1.4% | -2.3% | -3.7% |
| 3M | -5.9% | +10.6% | -16.5% | -5.1% |
| 6M | -7.3% | +20.2% | -27.5% | -5.8% |
| YTD | +3.1% | +11.8% | -8.7% | +4.7% |
| 1Y | -1.0% | +12.9% | -13.9% | +1.0% |
| All | +46.5% | +774.9% | -728.4% | +58.6% |
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 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