+875.7%
NVDA vs AEM
+294.2%
+581.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.7% |
| 7D | -4.3% | -5.0% | +0.7% | -3.4% |
| 30D | +0.5% | +8.5% | -7.9% | -1.1% |
| 3M | +9.1% | +29.3% | -20.2% | +3.6% |
| 6M | +18.5% | -12.9% | +31.4% | +20.1% |
| YTD | +17.4% | +16.8% | +0.6% | +12.7% |
| 1Y | +23.4% | +29.8% | -6.4% | +16.1% |
| 3Y | +380.6% | +336.7% | +43.9% | +262.6% |
| 5Y | +875.7% | +299.9% | +575.8% | +619.1% |
| All | +875.7% | +294.2% | +581.6% | +619.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling