-0.2%
VRSK vs NVDX
-38.0%
+37.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -18.4% | +25.3% | +4.2% |
| 7D | +10.9% | -28.9% | +39.8% | +6.4% |
| 30D | +28.0% | -44.1% | +72.1% | +19.7% |
| 3M | +12.3% | -36.0% | +48.3% | +7.0% |
| 6M | +17.8% | -26.7% | +44.5% | +15.0% |
| YTD | -4.7% | -26.1% | +21.4% | -6.4% |
| 1Y | -0.2% | -35.7% | +35.5% | -3.2% |
| All | -0.2% | -38.0% | +37.8% | -3.2% |
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