+53.0%
U vs NVDX
+774.9%
-721.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -0.2% |
| 7D | 0.0% | -8.6% | +8.6% | +1.7% |
| 30D | -4.1% | -1.4% | -2.7% | -4.5% |
| 3M | +57.8% | +10.6% | +47.2% | +52.0% |
| 6M | +103.5% | +20.2% | +83.4% | +91.0% |
| YTD | -4.8% | +11.8% | -16.6% | -9.8% |
| 1Y | -2.4% | +12.9% | -15.3% | -8.5% |
| All | +53.0% | +774.9% | -721.8% | -8.0% |
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