+260.0%
AMAT vs NVDX
+833.4%
-573.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.9% | +7.9% | +5.1% |
| 7D | +7.0% | +7.3% | -0.3% | +4.7% |
| 30D | -12.2% | -0.9% | -11.3% | -12.6% |
| 3M | -3.8% | +8.4% | -12.2% | -6.9% |
| 6M | +45.9% | +38.2% | +7.8% | +30.2% |
| YTD | +84.6% | +19.3% | +65.4% | +70.4% |
| 1Y | +193.4% | +33.3% | +160.1% | +158.8% |
| All | +260.0% | +833.4% | -573.3% | +72.9% |
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