+397.5%
TPR vs NVDX
+357.5%
+40.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.9% | +0.2% |
| 7D | -0.3% | -24.7% | +24.4% | +1.9% |
| 30D | +15.1% | -48.2% | +63.3% | +21.0% |
| 3M | +3.5% | -51.9% | +55.4% | +9.1% |
| 6M | +0.4% | -55.6% | +56.1% | +5.8% |
| YTD | +4.6% | -41.5% | +46.1% | +5.8% |
| 1Y | +33.1% | -44.0% | +77.1% | +34.9% |
| 3Y | +396.0% | +262.2% | +133.8% | +330.6% |
| All | +397.5% | +357.5% | +40.0% | +326.8% |
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