-5.3%
SYK vs NVDX
-38.0%
+32.7%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -18.4% | +17.1% | -2.3% |
| 7D | +7.5% | -28.9% | +36.4% | +5.7% |
| 30D | +20.4% | -44.1% | +64.5% | +17.1% |
| 3M | -0.3% | -36.0% | +35.7% | -2.1% |
| 6M | +14.2% | -26.7% | +40.8% | +12.9% |
| YTD | -3.8% | -26.1% | +22.3% | -5.1% |
| 1Y | -5.3% | -35.7% | +30.4% | -7.1% |
| All | -5.3% | -38.0% | +32.7% | -7.1% |
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