+34.4%
NVDA vs AEM
+40.5%
-6.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.1% |
| 7D | +5.9% | -0.5% | +6.4% | +6.0% |
| 30D | +5.1% | +24.0% | -18.9% | +0.1% |
| 3M | +5.4% | +16.1% | -10.7% | +1.3% |
| 6M | +26.0% | -11.6% | +37.6% | +25.5% |
| YTD | +23.7% | +21.5% | +2.1% | +16.7% |
| 1Y | +34.4% | +39.2% | -4.8% | +27.0% |
| All | +34.4% | +40.5% | -6.1% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling