+235.9%
NVDA vs AEP
+85.5%
+150.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -1.9% |
| 7D | -12.7% | +2.9% | -15.6% | -11.6% |
| 30D | -26.4% | +3.2% | -29.6% | -25.3% |
| 3M | -27.6% | +3.8% | -31.5% | -26.3% |
| 6M | -27.7% | +2.5% | -30.2% | -26.6% |
| YTD | -12.5% | +15.5% | -27.9% | -4.6% |
| 1Y | -12.6% | +9.6% | -22.2% | -7.5% |
| 3Y | +235.9% | +91.2% | +144.8% | +418.0% |
| All | +235.9% | +85.5% | +150.4% | +418.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling