-16.7%
TRI vs NVDX
-27.2%
+10.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.2% | +12.6% | +5.6% |
| 7D | +1.0% | -14.1% | +15.1% | -0.5% |
| 30D | +20.8% | -31.3% | +52.1% | +16.6% |
| 3M | +8.1% | -16.2% | +24.3% | +6.8% |
| 6M | +24.2% | -11.9% | +36.0% | +23.1% |
| YTD | -7.8% | -9.4% | +1.6% | -8.7% |
| 1Y | -16.7% | -23.9% | +7.2% | -18.1% |
| All | -16.7% | -27.2% | +10.5% | -18.1% |
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 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