+889.8%
NVDA vs AGG
-2.6%
+892.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -5.1% | -1.1% | -4.1% | -4.2% |
| 30D | -2.5% | -1.1% | -1.3% | -1.4% |
| 3M | +6.7% | -1.9% | +8.6% | +8.6% |
| 6M | +17.6% | -1.7% | +19.3% | +19.6% |
| YTD | +17.3% | -1.3% | +18.6% | +18.9% |
| 1Y | +23.5% | -0.7% | +24.3% | +24.5% |
| 3Y | +384.6% | +12.5% | +372.1% | +321.1% |
| All | +889.8% | -2.6% | +892.3% | +795.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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