-22.7%
UNH vs NVDX
+774.9%
-797.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.2% | -1.2% |
| 7D | -3.2% | -8.6% | +5.5% | -3.2% |
| 30D | -3.5% | -1.4% | -2.0% | -3.4% |
| 3M | -4.2% | +10.6% | -14.8% | -4.0% |
| 6M | +38.3% | +20.2% | +18.2% | +38.5% |
| YTD | +19.2% | +11.8% | +7.4% | +19.3% |
| 1Y | +15.0% | +12.9% | +2.1% | +15.2% |
| All | -22.7% | +774.9% | -797.6% | -15.3% |
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