+35.8%
XYZ vs NVDX
-46.3%
+82.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.0% | +6.8% | +3.2% |
| 7D | -1.1% | -24.7% | +23.7% | +1.7% |
| 30D | +11.5% | -48.2% | +59.7% | +18.7% |
| 3M | +1.8% | -51.9% | +53.7% | +9.0% |
| 6M | +21.2% | -55.6% | +76.9% | +30.9% |
| YTD | +29.9% | -41.5% | +71.5% | +31.2% |
| 1Y | +35.8% | -44.0% | +79.8% | +36.5% |
| All | +35.8% | -46.3% | +82.1% | +36.5% |
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