+155.8%
W vs NVDX
+357.5%
-201.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +1.4% |
| 7D | +0.2% | -24.7% | +24.9% | +6.8% |
| 30D | +6.8% | -48.2% | +55.0% | +23.8% |
| 3M | +10.7% | -51.9% | +62.5% | +29.4% |
| 6M | +86.3% | -55.6% | +142.0% | +118.8% |
| YTD | +11.5% | -41.5% | +53.0% | +20.6% |
| 1Y | +5.1% | -44.0% | +49.1% | +14.0% |
| 3Y | +171.0% | +262.2% | -91.2% | +48.9% |
| All | +155.8% | +357.5% | -201.8% | +26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling