+91.9%
AAPL vs NVDX
+772.1%
-680.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.8% |
| 7D | +3.8% | -10.2% | +14.1% | +4.8% |
| 30D | +9.9% | -7.3% | +17.3% | +10.3% |
| 3M | +12.5% | +5.5% | +7.0% | +11.1% |
| 6M | +27.6% | +18.3% | +9.3% | +23.5% |
| YTD | +22.6% | +11.4% | +11.1% | +18.8% |
| 1Y | +45.0% | +12.7% | +32.3% | +39.3% |
| All | +91.9% | +772.1% | -680.2% | +29.3% |
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