-11.8%
SONY vs NVDX
+34.6%
-46.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -1.7% |
| 7D | -1.2% | +11.6% | -12.8% | -1.6% |
| 30D | +9.4% | +7.5% | +1.9% | +9.0% |
| 3M | +10.5% | +2.1% | +8.4% | +10.4% |
| 6M | +11.7% | +35.5% | -23.8% | +8.2% |
| YTD | -4.1% | +24.1% | -28.2% | -7.6% |
| 1Y | -11.8% | +33.0% | -44.7% | -15.8% |
| All | -11.8% | +34.6% | -46.4% | -15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling