+41.6%
SONY vs NVDX
+774.9%
-733.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.8% | +0.7% |
| 7D | -5.8% | -8.6% | +2.9% | -5.1% |
| 30D | -0.4% | -1.4% | +1.1% | -0.5% |
| 3M | +13.3% | +10.6% | +2.7% | +11.5% |
| 6M | +8.5% | +20.2% | -11.7% | +5.5% |
| YTD | -8.1% | +11.8% | -19.9% | -10.6% |
| 1Y | -17.9% | +12.9% | -30.8% | -20.7% |
| All | +41.6% | +774.9% | -733.2% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling