+43.2%
TER vs NVDX
-27.2%
+70.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.2% | -0.6% | -3.8% |
| 7D | -19.9% | -14.1% | -5.8% | -13.7% |
| 30D | -43.5% | -31.3% | -12.2% | -32.4% |
| 3M | -37.8% | -16.2% | -21.6% | -32.3% |
| 6M | -25.6% | -11.9% | -13.7% | -22.0% |
| YTD | +29.8% | -9.4% | +39.2% | +28.1% |
| 1Y | +43.2% | -23.9% | +67.0% | +49.1% |
| All | +43.2% | -27.2% | +70.4% | +49.1% |
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