+213.8%
STT vs NVDX
+774.9%
-561.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | 0.0% |
| 7D | -1.4% | -8.6% | +7.3% | -0.8% |
| 30D | +2.2% | -1.4% | +3.6% | +2.1% |
| 3M | +18.8% | +10.6% | +8.2% | +17.5% |
| 6M | +57.9% | +20.2% | +37.8% | +54.7% |
| YTD | +51.0% | +11.8% | +39.2% | +48.2% |
| 1Y | +77.1% | +12.9% | +64.2% | +73.2% |
| All | +213.8% | +774.9% | -561.1% | +166.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling