-24.3%
Z vs NVDX
+357.5%
-381.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.0% | +7.5% | +3.8% |
| 7D | +0.8% | -24.7% | +25.6% | +3.4% |
| 30D | +5.2% | -48.2% | +53.4% | +11.2% |
| 3M | -17.0% | -51.9% | +34.8% | -12.0% |
| 6M | -22.7% | -55.6% | +33.0% | -17.9% |
| YTD | -56.3% | -41.5% | -14.8% | -55.4% |
| 1Y | -57.7% | -44.0% | -13.7% | -56.7% |
| 3Y | -16.5% | +262.2% | -278.8% | -38.7% |
| All | -24.3% | +357.5% | -381.9% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling