+57.0%
XLU vs NVDX
+772.1%
-715.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -1.6% | -10.2% | +8.6% | -1.5% |
| 30D | -3.3% | -7.3% | +4.0% | -3.3% |
| 3M | -3.2% | +5.5% | -8.7% | -3.2% |
| 6M | -7.0% | +18.3% | -25.2% | -7.2% |
| YTD | +0.6% | +11.4% | -10.8% | +0.4% |
| 1Y | +2.4% | +12.7% | -10.2% | +2.1% |
| All | +57.0% | +772.1% | -715.2% | +57.9% |
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