+475.8%
NVDA vs AA
-10.5%
+486.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.4% | -1.1% | -4.1% |
| 7D | -18.3% | +1.2% | -19.5% | -18.6% |
| 30D | -26.3% | -5.0% | -21.3% | -25.2% |
| 3M | -22.3% | -22.2% | -0.1% | -16.4% |
| 6M | -21.3% | -36.3% | +15.0% | -11.2% |
| YTD | -9.2% | -24.2% | +14.9% | -4.8% |
| 1Y | -14.9% | +3.9% | -18.8% | -20.0% |
| 3Y | +250.5% | +67.6% | +182.9% | +161.5% |
| 5Y | +475.8% | -8.8% | +484.7% | +412.8% |
| All | +475.8% | -10.5% | +486.3% | +412.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling