+289.2%
TER vs NVDX
+871.3%
-582.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.4% | +4.1% | +5.1% |
| 7D | +0.6% | +11.6% | -11.0% | -2.7% |
| 30D | -8.3% | +7.5% | -15.8% | -10.6% |
| 3M | -12.2% | +2.1% | -14.3% | -13.2% |
| 6M | +17.1% | +35.5% | -18.5% | +5.5% |
| YTD | +84.7% | +24.1% | +60.5% | +69.2% |
| 1Y | +199.9% | +33.0% | +167.0% | +167.7% |
| All | +289.2% | +871.3% | -582.1% | +90.3% |
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 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