+82.2%
TOST vs NVDX
+815.5%
-733.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.3% |
| 7D | -4.7% | -0.9% | -3.8% | -4.6% |
| 30D | -9.1% | +3.0% | -12.1% | -9.9% |
| 3M | +29.8% | +6.8% | +23.0% | +27.0% |
| 6M | +10.0% | +28.6% | -18.6% | +3.7% |
| YTD | -8.6% | +17.0% | -25.6% | -13.3% |
| 1Y | -20.7% | +27.0% | -47.7% | -26.8% |
| All | +82.2% | +815.5% | -733.3% | +0.5% |
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