+13.4%
YUM vs NVDX
-27.2%
+40.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -6.2% | +12.1% | +5.6% |
| 7D | +10.8% | -14.1% | +24.8% | +10.0% |
| 30D | +21.4% | -31.3% | +52.8% | +19.6% |
| 3M | +13.2% | -16.2% | +29.3% | +12.6% |
| 6M | +8.8% | -11.9% | +20.7% | +8.6% |
| YTD | +11.5% | -9.4% | +20.9% | +10.6% |
| 1Y | +13.4% | -23.9% | +37.2% | +10.9% |
| All | +13.4% | -27.2% | +40.6% | +10.9% |
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 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