+33.9%
AAPL vs NVD
-61.9%
+95.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.5% |
| 7D | +0.1% | -11.1% | +11.2% | -0.3% |
| 30D | +3.0% | -13.3% | +16.2% | +2.6% |
| 3M | +2.9% | -19.8% | +22.7% | +2.8% |
| 6M | +22.1% | -48.8% | +70.9% | +18.3% |
| YTD | +18.0% | -49.7% | +67.7% | +14.6% |
| 1Y | +33.9% | -61.4% | +95.3% | +30.0% |
| All | +33.9% | -61.9% | +95.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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