+120.2%
SU vs NVDX
+772.1%
-651.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +2.2% | -10.2% | +12.4% | +2.6% |
| 30D | +8.4% | -7.3% | +15.8% | +8.6% |
| 3M | +12.1% | +5.5% | +6.6% | +11.5% |
| 6M | +19.7% | +18.3% | +1.4% | +18.0% |
| YTD | +58.4% | +11.4% | +47.0% | +56.3% |
| 1Y | +67.2% | +12.7% | +54.5% | +64.2% |
| All | +120.2% | +772.1% | -651.9% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling