+203.4%
UAL vs NVDX
+357.5%
-154.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | -1.1% |
| 7D | -3.0% | -24.7% | +21.7% | +0.9% |
| 30D | +10.5% | -48.2% | +58.6% | +21.1% |
| 3M | -13.5% | -51.9% | +38.4% | -4.5% |
| 6M | +14.2% | -55.6% | +69.9% | +26.3% |
| YTD | -2.2% | -41.5% | +39.3% | +2.4% |
| 1Y | +12.5% | -44.0% | +56.5% | +18.1% |
| 3Y | +186.8% | +262.2% | -75.4% | +126.6% |
| All | +203.4% | +357.5% | -154.2% | +128.0% |
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