+86.6%
V vs NVDX
+357.5%
-270.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.0% | +5.3% | +1.4% |
| 7D | +0.9% | -24.7% | +25.7% | +1.6% |
| 30D | +9.0% | -48.2% | +57.1% | +10.6% |
| 3M | +16.7% | -51.9% | +68.6% | +18.6% |
| 6M | +33.4% | -55.6% | +89.1% | +35.6% |
| YTD | +22.4% | -41.5% | +63.9% | +22.7% |
| 1Y | +27.7% | -44.0% | +71.7% | +28.1% |
| 3Y | +78.0% | +262.2% | -184.2% | +50.8% |
| All | +86.6% | +357.5% | -270.9% | +54.4% |
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 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