+109.8%
USB vs NVDX
+376.7%
-266.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.6% | 0.0% |
| 7D | +1.2% | -17.5% | +18.8% | +2.0% |
| 30D | +6.3% | -49.2% | +55.5% | +9.5% |
| 3M | -6.1% | -49.3% | +43.2% | -3.4% |
| 6M | +13.0% | -52.0% | +65.0% | +16.1% |
| YTD | +16.6% | -39.1% | +55.6% | +17.5% |
| 1Y | +31.1% | -45.8% | +76.9% | +32.8% |
| 3Y | +100.9% | +281.3% | -180.4% | +64.7% |
| All | +109.8% | +376.7% | -266.9% | +62.7% |
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 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