+90.0%
AAPL vs NVD
-99.1%
+189.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.8% |
| 7D | +3.8% | +10.8% | -7.0% | +4.8% |
| 30D | +9.9% | +0.8% | +9.2% | +10.2% |
| 3M | +12.5% | -20.8% | +33.3% | +10.8% |
| 6M | +27.6% | -41.2% | +68.8% | +22.9% |
| YTD | +22.6% | -44.2% | +66.7% | +18.1% |
| 1Y | +45.0% | -54.2% | +99.1% | +38.0% |
| 3Y | +87.8% | -99.1% | +186.9% | +24.6% |
| All | +90.0% | -99.1% | +189.1% | +26.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling