+25.7%
SW vs NVDX
-46.8%
+72.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.0% | +7.1% | -1.3% |
| 7D | -3.0% | -17.5% | +14.6% | -1.7% |
| 30D | +4.2% | -49.2% | +53.4% | +9.5% |
| 3M | -11.5% | -49.3% | +37.8% | -7.2% |
| 6M | +8.6% | -52.0% | +60.6% | +14.2% |
| YTD | +15.0% | -39.1% | +54.1% | +15.1% |
| 1Y | +25.7% | -45.8% | +71.5% | +25.0% |
| All | +25.7% | -46.8% | +72.5% | +25.0% |
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