+182.2%
AMAT vs NVDX
+454.9%
-272.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -8.7% | +20.1% | +13.9% |
| 7D | -1.1% | -23.4% | +22.3% | +6.7% |
| 30D | -26.9% | -41.5% | +14.6% | -14.7% |
| 3M | -31.2% | -41.1% | +9.9% | -20.4% |
| 6M | -14.7% | -40.9% | +26.2% | -2.4% |
| YTD | +44.7% | -29.1% | +73.8% | +55.1% |
| 1Y | +62.0% | -33.5% | +95.5% | +75.5% |
| 3Y | +165.0% | +369.1% | -204.2% | +54.8% |
| All | +182.2% | +454.9% | -272.7% | +57.4% |
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