+1.0%
XLU vs NVDX
-27.2%
+28.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.2% | +6.6% | +0.4% |
| 7D | +2.6% | -14.1% | +16.7% | +2.5% |
| 30D | +9.1% | -31.3% | +40.4% | +8.7% |
| 3M | -0.4% | -16.2% | +15.8% | -0.5% |
| 6M | -4.7% | -11.9% | +7.2% | -4.5% |
| YTD | +4.3% | -9.4% | +13.7% | +4.1% |
| 1Y | +1.0% | -23.9% | +24.9% | +1.1% |
| All | +1.0% | -27.2% | +28.2% | +1.1% |
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