+23.5%
NVDA vs AEP
+17.4%
+6.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | -0.1% |
| 7D | -5.1% | -0.9% | -4.2% | -5.3% |
| 30D | -2.5% | -1.1% | -1.4% | -2.6% |
| 3M | +6.7% | -3.3% | +9.9% | +6.2% |
| 6M | +17.6% | -4.6% | +22.2% | +16.4% |
| YTD | +17.3% | +9.4% | +7.9% | +16.5% |
| 1Y | +23.5% | +16.9% | +6.6% | +23.8% |
| All | +23.5% | +17.4% | +6.1% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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