+48.8%
XRT vs NVDX
+833.4%
-784.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.9% | +1.7% | -1.9% |
| 7D | -0.3% | +7.3% | -7.6% | -0.7% |
| 30D | -5.6% | -0.9% | -4.7% | -5.7% |
| 3M | +2.5% | +8.4% | -5.8% | +1.6% |
| 6M | +3.7% | +38.2% | -34.5% | +0.5% |
| YTD | +1.0% | +19.3% | -18.3% | -1.5% |
| 1Y | -1.2% | +33.3% | -34.5% | -4.8% |
| All | +48.8% | +833.4% | -784.6% | +25.7% |
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