+913.8%
NVDA vs AA
+17.0%
+896.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.6% | -3.0% |
| 7D | +3.8% | +1.7% | +2.2% | +3.3% |
| 30D | +0.8% | +3.3% | -2.5% | -0.5% |
| 3M | +8.2% | -29.4% | +37.6% | +18.8% |
| 6M | +27.1% | -12.8% | +39.9% | +29.2% |
| YTD | +21.2% | -2.1% | +23.3% | +18.0% |
| 1Y | +34.3% | +62.8% | -28.5% | +10.1% |
| 3Y | +396.3% | +90.5% | +305.8% | +263.8% |
| 5Y | +913.8% | +19.1% | +894.7% | +794.2% |
| All | +913.8% | +17.0% | +896.7% | +794.2% |
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