-1.4%
TLT vs NVDX
+34.6%
-36.0%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.3% | +0.2% |
| 7D | -0.4% | +11.6% | -12.0% | -0.5% |
| 30D | -0.6% | +7.5% | -8.1% | -0.6% |
| 3M | -2.7% | +2.1% | -4.8% | -2.8% |
| 6M | -5.6% | +35.5% | -41.1% | -5.6% |
| YTD | -2.8% | +24.1% | -26.9% | -2.9% |
| 1Y | -1.4% | +33.0% | -34.4% | -0.6% |
| All | -1.4% | +34.6% | -36.0% | -0.6% |
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