+31.3%
USHY vs NVDX
+774.9%
-743.5%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +4.0% | -0.4% |
| 7D | -0.7% | -8.6% | +7.9% | -0.6% |
| 30D | -0.5% | -1.4% | +0.9% | -0.6% |
| 3M | +0.5% | +10.6% | -10.1% | +0.2% |
| 6M | +1.5% | +20.2% | -18.6% | +0.8% |
| YTD | +1.7% | +11.8% | -10.1% | +1.1% |
| 1Y | +3.5% | +12.9% | -9.4% | +2.7% |
| All | +31.3% | +774.9% | -743.5% | +20.7% |
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 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