+27.4%
WMT vs NVDX
-27.2%
+54.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.2% | +9.6% | +3.0% |
| 7D | +8.8% | -14.1% | +22.8% | +7.8% |
| 30D | +22.9% | -31.3% | +54.3% | +20.4% |
| 3M | +16.1% | -16.2% | +32.2% | +15.2% |
| 6M | -0.5% | -11.9% | +11.4% | -0.1% |
| YTD | +16.7% | -9.4% | +26.1% | +15.9% |
| 1Y | +27.4% | -23.9% | +51.2% | +25.3% |
| All | +27.4% | -27.2% | +54.6% | +25.3% |
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