+98.3%
STM vs NVDX
-46.3%
+144.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +2.0% |
| 7D | +12.0% | -24.7% | +36.7% | +23.1% |
| 30D | -0.4% | -48.2% | +47.8% | +25.8% |
| 3M | -13.2% | -51.9% | +38.7% | +12.1% |
| 6M | -26.1% | -55.6% | +29.6% | -4.1% |
| YTD | +81.2% | -41.5% | +122.7% | +109.0% |
| 1Y | +98.3% | -44.0% | +142.3% | +129.5% |
| All | +98.3% | -46.3% | +144.7% | +129.5% |
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