+80.3%
AAPL vs NVD
-99.2%
+179.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.1% | -0.1% |
| 7D | -3.0% | +0.5% | -3.5% | -2.9% |
| 30D | +2.3% | -9.3% | +11.6% | +1.6% |
| 3M | +8.6% | -22.1% | +30.7% | +6.9% |
| 6M | +21.6% | -45.8% | +67.4% | +16.2% |
| YTD | +16.3% | -46.7% | +63.0% | +11.6% |
| 1Y | +35.1% | -59.5% | +94.5% | +27.0% |
| 3Y | +79.4% | -99.2% | +178.5% | +19.1% |
| All | +80.3% | -99.2% | +179.5% | +19.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling