-14.8%
STZ vs NVDX
+34.5%
-49.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.9% | -1.7% | -5.8% |
| 7D | -7.4% | +7.3% | -14.7% | -7.0% |
| 30D | -10.9% | -0.9% | -10.0% | -10.7% |
| 3M | -13.4% | +8.4% | -21.8% | -12.6% |
| 6M | -16.2% | +38.2% | -54.4% | -14.5% |
| YTD | -10.4% | +19.3% | -29.7% | -9.0% |
| 1Y | -14.8% | +33.3% | -48.0% | -14.7% |
| All | -14.8% | +34.5% | -49.3% | -14.7% |
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