+60.0%
SW vs NVDX
+871.3%
-811.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +1.1% |
| 7D | -5.1% | +11.6% | -16.7% | -6.1% |
| 30D | -4.6% | +7.5% | -12.1% | -5.5% |
| 3M | +9.4% | +2.1% | +7.3% | +8.4% |
| 6M | +3.5% | +35.5% | -32.0% | -0.5% |
| YTD | +22.0% | +24.1% | -2.1% | +17.7% |
| 1Y | +2.2% | +33.0% | -30.7% | -2.9% |
| All | +60.0% | +871.3% | -811.3% | +31.8% |
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