+23.3%
TE vs NVDX
+772.1%
-748.9%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +0.2% | -10.2% | +10.4% | +2.9% |
| 30D | -5.9% | -7.3% | +1.4% | -4.3% |
| 3M | -45.6% | +5.5% | -51.1% | -46.4% |
| 6M | -43.4% | +18.3% | -61.7% | -46.0% |
| YTD | -31.0% | +11.4% | -42.4% | -33.4% |
| 1Y | +145.2% | +12.7% | +132.5% | +133.9% |
| All | +23.3% | +772.1% | -748.9% | +38.3% |
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