+384.8%
NVDA vs AEP
+76.9%
+307.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.7% |
| 7D | -4.3% | -1.0% | -3.3% | -4.7% |
| 30D | +0.5% | -0.1% | +0.6% | +0.5% |
| 3M | +9.1% | -3.2% | +12.3% | +7.7% |
| 6M | +18.5% | -5.3% | +23.7% | +16.1% |
| YTD | +17.4% | +9.5% | +7.8% | +23.6% |
| 1Y | +23.4% | +17.5% | +5.9% | +35.4% |
| All | +384.8% | +76.9% | +307.9% | +539.9% |
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