-17.3%
WY vs NVDX
+772.1%
-789.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | -4.2% | -10.2% | +6.0% | -4.1% |
| 30D | -10.1% | -7.3% | -2.8% | -10.1% |
| 3M | -8.5% | +5.5% | -14.0% | -8.5% |
| 6M | -3.3% | +18.3% | -21.6% | -3.4% |
| YTD | -4.4% | +11.4% | -15.8% | -4.5% |
| 1Y | -11.5% | +12.7% | -24.2% | -11.7% |
| All | -17.3% | +772.1% | -789.4% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling