+384.6%
NVDA vs AEM
+339.2%
+45.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.4% |
| 7D | -5.1% | -2.1% | -3.0% | -4.8% |
| 30D | -2.5% | +8.4% | -10.9% | -4.0% |
| 3M | +6.7% | +27.3% | -20.6% | +1.6% |
| 6M | +17.6% | -9.7% | +27.3% | +18.0% |
| YTD | +17.3% | +19.0% | -1.6% | +12.5% |
| 1Y | +23.5% | +31.5% | -8.0% | +16.5% |
| 3Y | +384.6% | +338.7% | +45.9% | +319.2% |
| All | +384.6% | +339.2% | +45.5% | +319.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling