+23.5%
NVDA vs AEM
+30.1%
-6.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.6% |
| 7D | -4.3% | -5.0% | +0.7% | -3.2% |
| 30D | +0.5% | +8.5% | -7.9% | -1.4% |
| 3M | +9.1% | +29.3% | -20.2% | +2.4% |
| 6M | +18.5% | -12.9% | +31.4% | +18.8% |
| YTD | +17.4% | +16.8% | +0.6% | +11.4% |
| All | +23.5% | +30.1% | -6.6% | +15.9% |
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