-12.6%
NVDA vs AG
+7.9%
-20.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.6% |
| 7D | -12.7% | -10.0% | -2.8% | -11.2% |
| 30D | -26.4% | -10.5% | -15.9% | -25.1% |
| 3M | -27.6% | -27.3% | -0.4% | -24.0% |
| 6M | -27.7% | -43.0% | +15.3% | -22.5% |
| YTD | -12.5% | -17.9% | +5.4% | -9.4% |
| 1Y | -12.6% | +11.9% | -24.6% | -11.0% |
| All | -12.6% | +7.9% | -20.5% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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