+86.8%
AAPL vs NVD
-99.1%
+185.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.5% | -0.9% | +3.9% |
| 7D | -0.5% | +9.0% | -9.5% | +0.3% |
| 30D | +7.1% | -5.5% | +12.6% | +6.8% |
| 3M | +12.1% | -24.6% | +36.7% | +9.9% |
| 6M | +25.4% | -42.1% | +67.5% | +20.6% |
| YTD | +20.5% | -44.3% | +64.8% | +16.0% |
| 1Y | +44.5% | -54.2% | +98.7% | +37.6% |
| 3Y | +85.8% | -99.1% | +184.9% | +23.8% |
| All | +86.8% | -99.1% | +185.9% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling