+148.2%
STLD vs NVDX
+774.9%
-626.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -1.0% |
| 7D | -3.6% | -8.6% | +5.0% | -2.8% |
| 30D | -10.1% | -1.4% | -8.6% | -10.2% |
| 3M | -11.4% | +10.6% | -22.1% | -13.1% |
| 6M | +30.8% | +20.2% | +10.7% | +26.1% |
| YTD | +40.7% | +11.8% | +28.9% | +36.0% |
| 1Y | +80.8% | +12.9% | +67.9% | +73.6% |
| All | +148.2% | +774.9% | -626.6% | +98.2% |
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