+55.5%
U vs NVDX
+833.4%
-777.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +3.4% |
| 7D | +4.5% | +7.3% | -2.8% | +2.9% |
| 30D | -0.6% | -0.9% | +0.3% | -1.1% |
| 3M | +48.4% | +8.4% | +40.1% | +43.8% |
| 6M | +115.4% | +38.2% | +77.2% | +96.6% |
| YTD | -3.2% | +19.3% | -22.5% | -9.4% |
| 1Y | -6.0% | +33.3% | -39.3% | -14.7% |
| All | +55.5% | +833.4% | -777.9% | -7.7% |
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