+43.4%
SPGI vs NVDX
+357.5%
-314.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.1% | +1.2% |
| 7D | +1.2% | -24.7% | +26.0% | +2.0% |
| 30D | +15.9% | -48.2% | +64.1% | +17.9% |
| 3M | +12.3% | -51.9% | +64.2% | +14.3% |
| 6M | +23.7% | -55.6% | +79.3% | +26.0% |
| YTD | -3.5% | -41.5% | +38.0% | -3.3% |
| 1Y | +0.4% | -44.0% | +44.4% | +0.8% |
| 3Y | +29.9% | +262.2% | -232.3% | +8.1% |
| All | +43.4% | +357.5% | -314.1% | +14.0% |
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