+85.7%
SPYM vs NVDX
+772.1%
-686.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -0.8% | -10.2% | +9.4% | +0.3% |
| 30D | -1.1% | -7.3% | +6.3% | -0.5% |
| 3M | +3.9% | +5.5% | -1.7% | +2.5% |
| 6M | +13.6% | +18.3% | -4.7% | +9.9% |
| YTD | +12.7% | +11.4% | +1.3% | +9.2% |
| 1Y | +17.6% | +12.7% | +4.9% | +13.0% |
| All | +85.7% | +772.1% | -686.4% | +31.6% |
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