+34.7%
XLV vs NVDX
+772.1%
-737.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -3.6% | -10.2% | +6.7% | -3.4% |
| 30D | -1.8% | -7.3% | +5.5% | -1.8% |
| 3M | +7.8% | +5.5% | +2.3% | +7.6% |
| 6M | +9.1% | +18.3% | -9.2% | +8.5% |
| YTD | +7.7% | +11.4% | -3.7% | +7.1% |
| 1Y | +20.4% | +12.7% | +7.7% | +19.5% |
| All | +34.7% | +772.1% | -737.4% | +22.1% |
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 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