+396.3%
NVDA vs AA
+89.1%
+307.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.6% | -2.9% |
| 7D | +3.8% | +1.7% | +2.2% | +3.3% |
| 30D | +0.8% | +3.3% | -2.5% | -0.3% |
| 3M | +8.2% | -29.4% | +37.6% | +17.2% |
| 6M | +27.1% | -12.8% | +39.9% | +28.9% |
| YTD | +21.2% | -2.1% | +23.3% | +18.3% |
| 1Y | +34.3% | +62.8% | -28.5% | +12.6% |
| 3Y | +396.3% | +90.5% | +305.8% | +300.0% |
| All | +396.3% | +89.1% | +307.1% | +300.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling