+14,546.7%
NVDA vs AEE
+191.1%
+14,355.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.1% | -0.8% | -4.4% | -4.9% |
| 30D | -2.5% | -2.9% | +0.4% | -1.7% |
| 3M | +6.7% | -2.4% | +9.1% | +7.1% |
| 6M | +17.6% | -2.7% | +20.3% | +17.9% |
| YTD | +17.3% | +7.3% | +10.1% | +14.0% |
| 1Y | +23.5% | +7.5% | +16.0% | +19.6% |
| 3Y | +384.6% | +46.2% | +338.4% | +313.0% |
| 5Y | +875.4% | +39.7% | +835.7% | +737.5% |
| All | +14,546.7% | +191.1% | +14,355.6% | +10,068.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling