+86.2%
SU vs NVDX
-27.2%
+113.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.2% | +1.7% | -4.7% |
| 7D | -7.1% | -14.1% | +7.0% | -7.6% |
| 30D | +4.8% | -31.3% | +36.1% | +3.5% |
| 3M | +12.5% | -16.2% | +28.7% | +11.9% |
| 6M | +6.5% | -11.9% | +18.3% | +6.9% |
| YTD | +65.8% | -9.4% | +75.2% | +66.4% |
| 1Y | +86.2% | -23.9% | +110.0% | +86.4% |
| All | +86.2% | -27.2% | +113.3% | +86.4% |
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