-10.1%
NVDA vs AA
+8.4%
-18.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +2.3% |
| 7D | -13.2% | +1.1% | -14.3% | -13.4% |
| 30D | -23.2% | -1.3% | -22.0% | -23.0% |
| 3M | -20.0% | -23.9% | +3.9% | -15.8% |
| 6M | -20.6% | -36.8% | +16.2% | -14.3% |
| YTD | -6.6% | -22.2% | +15.5% | -5.3% |
| All | -10.1% | +8.4% | -18.5% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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