+60.4%
AMGN vs NVDX
+34.6%
+25.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -1.5% |
| 7D | +1.1% | +11.6% | -10.5% | +1.1% |
| 30D | +7.8% | +7.5% | +0.3% | +7.9% |
| 3M | +27.3% | +2.1% | +25.1% | +27.3% |
| 6M | +16.8% | +35.5% | -18.7% | +16.1% |
| YTD | +36.3% | +24.1% | +12.2% | +35.0% |
| 1Y | +60.4% | +33.0% | +27.5% | +57.7% |
| All | +60.4% | +34.6% | +25.8% | +57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling