+31.8%
USB vs NVDX
-33.4%
+65.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.1% | -5.6% | -0.6% |
| 7D | 0.0% | -18.2% | +18.2% | +0.4% |
| 30D | +5.8% | -40.2% | +46.1% | +6.9% |
| 3M | -6.0% | -32.6% | +26.7% | -5.3% |
| 6M | +7.8% | -30.6% | +38.3% | +8.2% |
| YTD | +14.6% | -22.3% | +36.9% | +12.2% |
| 1Y | +31.8% | -27.1% | +58.9% | +29.4% |
| All | +31.8% | -33.4% | +65.2% | +29.4% |
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