+38.3%
XHB vs NVDX
+774.9%
-736.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | -2.0% |
| 7D | -5.2% | -8.6% | +3.4% | -4.7% |
| 30D | -12.1% | -1.4% | -10.7% | -12.2% |
| 3M | -6.2% | +10.6% | -16.8% | -7.2% |
| 6M | -6.7% | +20.2% | -26.9% | -8.5% |
| YTD | -5.5% | +11.8% | -17.3% | -7.2% |
| 1Y | -15.6% | +12.9% | -28.6% | -17.8% |
| All | +38.3% | +774.9% | -736.5% | -0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling