+6.5%
ULTA vs NVDX
+34.6%
-28.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +1.2% |
| 7D | +9.0% | +11.6% | -2.6% | +8.9% |
| 30D | +4.6% | +7.5% | -3.0% | +4.6% |
| 3M | +22.0% | +2.1% | +19.9% | +22.1% |
| 6M | -14.7% | +35.5% | -50.2% | -15.1% |
| YTD | -6.8% | +24.1% | -30.9% | -7.5% |
| 1Y | +6.5% | +33.0% | -26.4% | +5.8% |
| All | +6.5% | +34.6% | -28.0% | +5.8% |
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