+92.5%
T vs NVDX
+774.9%
-682.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +1.4% |
| 7D | -2.4% | -8.6% | +6.2% | -2.8% |
| 30D | +4.3% | -1.4% | +5.7% | +4.4% |
| 3M | +11.6% | +10.6% | +0.9% | +12.5% |
| 6M | -5.6% | +20.2% | -25.7% | -4.1% |
| YTD | +6.6% | +11.8% | -5.2% | +8.2% |
| 1Y | -8.4% | +12.9% | -21.3% | -6.6% |
| All | +92.5% | +774.9% | -682.4% | +101.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling