+140.8%
TRV vs NVDX
+772.1%
-631.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.1% |
| 7D | +1.9% | -10.2% | +12.1% | +1.8% |
| 30D | +1.7% | -7.3% | +9.0% | +1.7% |
| 3M | +23.9% | +5.5% | +18.4% | +24.1% |
| 6M | +26.3% | +18.3% | +8.0% | +26.6% |
| YTD | +30.8% | +11.4% | +19.4% | +31.2% |
| 1Y | +36.3% | +12.7% | +23.6% | +36.6% |
| All | +140.8% | +772.1% | -631.3% | +150.2% |
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