-30.6%
VRSK vs NVDX
+34.6%
-65.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -4.0% | -2.4% |
| 7D | -3.1% | +11.6% | -14.7% | -1.9% |
| 30D | -1.6% | +7.5% | -9.1% | -0.6% |
| 3M | +3.5% | +2.1% | +1.4% | +5.4% |
| 6M | -13.4% | +35.5% | -48.9% | -8.9% |
| YTD | -16.5% | +24.1% | -40.6% | -12.8% |
| 1Y | -30.6% | +33.0% | -63.5% | -28.7% |
| All | -30.6% | +34.6% | -65.2% | -28.7% |
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 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