+31.3%
TE vs NVDX
+815.5%
-784.3%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.5% |
| 7D | +15.0% | -0.9% | +15.9% | +15.2% |
| 30D | -7.5% | +3.0% | -10.5% | -8.7% |
| 3M | -42.0% | +6.8% | -48.7% | -43.0% |
| 6M | -31.4% | +28.6% | -60.0% | -36.0% |
| YTD | -26.5% | +17.0% | -43.5% | -30.0% |
| 1Y | +153.1% | +27.0% | +126.1% | +134.8% |
| All | +31.3% | +815.5% | -784.3% | +45.4% |
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