+102.2%
USO vs NVDX
-27.2%
+129.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -6.2% | -1.9% | -8.7% |
| 7D | -12.7% | -14.1% | +1.4% | -14.1% |
| 30D | +1.0% | -31.3% | +32.3% | -2.8% |
| 3M | +25.6% | -16.2% | +41.8% | +23.8% |
| 6M | -1.5% | -11.9% | +10.4% | -0.7% |
| YTD | +110.3% | -9.4% | +119.7% | +118.3% |
| 1Y | +102.2% | -23.9% | +126.0% | +110.3% |
| All | +102.2% | -27.2% | +129.3% | +110.3% |
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 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