+55.4%
SW vs NVDX
+478.2%
-422.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -18.4% | +16.9% | +0.1% |
| 7D | +4.7% | -28.9% | +33.6% | +7.6% |
| 30D | +5.0% | -44.1% | +49.1% | +10.2% |
| 3M | -7.3% | -36.0% | +28.6% | -4.3% |
| 6M | +15.0% | -26.7% | +41.6% | +16.5% |
| YTD | +18.5% | -26.1% | +44.6% | +19.2% |
| 1Y | +27.1% | -35.7% | +62.8% | +29.0% |
| 3Y | +49.3% | +431.5% | -382.2% | +29.3% |
| All | +55.4% | +478.2% | -422.8% | +33.4% |
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 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