+117.8%
USB vs NVDX
+871.3%
-753.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.3% |
| 7D | +1.4% | +11.6% | -10.2% | +0.9% |
| 30D | -1.3% | +7.5% | -8.8% | -1.8% |
| 3M | +15.2% | +2.1% | +13.1% | +14.6% |
| 6M | +18.8% | +35.5% | -16.7% | +15.9% |
| YTD | +21.0% | +24.1% | -3.1% | +18.2% |
| 1Y | +34.0% | +33.0% | +1.1% | +29.8% |
| All | +117.8% | +871.3% | -753.5% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling