+12.3%
XLI vs NVDX
-27.2%
+39.5%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.2% | +5.1% | -0.6% |
| 7D | +0.6% | -14.1% | +14.6% | +1.8% |
| 30D | -0.4% | -31.3% | +31.0% | +2.6% |
| 3M | -8.8% | -16.2% | +7.3% | -7.9% |
| 6M | -0.4% | -11.9% | +11.5% | -0.5% |
| YTD | +10.1% | -9.4% | +19.5% | +7.3% |
| 1Y | +12.3% | -23.9% | +36.2% | +10.0% |
| All | +12.3% | -27.2% | +39.5% | +10.0% |
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 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