+46.9%
XLP vs NVDX
+423.8%
-376.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.0% | -5.6% | +0.6% |
| 7D | -0.5% | -26.1% | +25.6% | -1.2% |
| 30D | +8.3% | -43.3% | +51.6% | +7.1% |
| 3M | +8.7% | -41.0% | +49.7% | +7.6% |
| 6M | +11.2% | -46.3% | +57.5% | +10.1% |
| YTD | +20.0% | -33.1% | +53.1% | +19.4% |
| 1Y | +21.3% | -40.1% | +61.5% | +20.6% |
| 3Y | +43.8% | +319.0% | -275.1% | +42.5% |
| All | +46.9% | +423.8% | -376.9% | +44.3% |
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 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