+444.8%
NVDA vs AEE
+56.4%
+388.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.0% |
| 7D | -12.7% | +1.7% | -14.4% | -12.7% |
| 30D | -26.4% | +9.7% | -36.2% | -26.1% |
| 3M | -27.6% | +5.9% | -33.6% | -27.4% |
| 6M | -27.7% | +6.7% | -34.4% | -27.5% |
| YTD | -12.5% | +17.4% | -29.8% | -12.2% |
| 1Y | -12.6% | +12.7% | -25.3% | -12.3% |
| 3Y | +235.9% | +68.2% | +167.7% | +228.0% |
| All | +444.8% | +56.4% | +388.4% | +455.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling