+55.6%
XLE vs NVDX
+357.5%
-302.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +1.1% |
| 7D | +5.4% | -24.7% | +30.2% | +6.1% |
| 30D | -3.9% | -48.2% | +44.2% | -2.5% |
| 3M | +7.0% | -51.9% | +58.9% | +8.8% |
| 6M | +14.2% | -55.6% | +69.9% | +16.1% |
| YTD | +48.2% | -41.5% | +89.7% | +48.7% |
| 1Y | +47.7% | -44.0% | +91.7% | +48.3% |
| 3Y | +70.0% | +262.2% | -192.2% | +67.6% |
| All | +55.6% | +357.5% | -302.0% | +51.6% |
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