+913.8%
NVDA vs AG
+65.4%
+848.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.8% |
| 7D | +3.8% | +4.5% | -0.7% | +3.0% |
| 30D | +0.8% | +12.9% | -12.1% | -1.6% |
| 3M | +8.2% | +20.9% | -12.8% | +3.8% |
| 6M | +27.1% | -19.5% | +46.6% | +30.1% |
| YTD | +21.2% | +24.8% | -3.6% | +12.3% |
| 1Y | +34.3% | +120.2% | -85.9% | +9.6% |
| 3Y | +396.3% | +279.0% | +117.2% | +237.3% |
| 5Y | +913.8% | +67.9% | +845.9% | +684.3% |
| All | +913.8% | +65.4% | +848.4% | +684.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling