+172.0%
TER vs NVDX
+357.5%
-185.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.0% | -1.4% | -4.1% |
| 7D | +14.4% | -24.7% | +39.1% | +24.0% |
| 30D | -30.6% | -48.2% | +17.6% | -14.9% |
| 3M | -39.2% | -51.9% | +12.7% | -23.9% |
| 6M | -31.3% | -55.6% | +24.4% | -12.7% |
| YTD | +29.1% | -41.5% | +70.6% | +49.5% |
| 1Y | +47.4% | -44.0% | +91.4% | +72.2% |
| 3Y | +191.2% | +262.2% | -71.0% | +95.9% |
| All | +172.0% | +357.5% | -185.5% | +68.1% |
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