+5.8%
XLU vs NVDX
+34.6%
-28.8%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | +0.1% |
| 7D | +0.8% | +11.6% | -10.8% | +0.9% |
| 30D | -1.3% | +7.5% | -8.9% | -1.2% |
| 3M | -1.3% | +2.1% | -3.4% | -1.2% |
| 6M | -7.6% | +35.5% | -43.2% | -7.7% |
| YTD | +2.3% | +24.1% | -21.9% | +2.3% |
| 1Y | +5.8% | +33.0% | -27.2% | +4.8% |
| All | +5.8% | +34.6% | -28.8% | +4.8% |
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