+183,666.3%
NVDA vs AGG
+97.4%
+183,568.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -0.3% | -0.2% | -0.2% | -0.3% |
| 30D | +2.8% | -0.2% | +3.0% | +2.8% |
| 3M | +7.4% | -0.7% | +8.1% | +7.4% |
| 6M | +22.6% | -1.8% | +24.4% | +22.4% |
| YTD | +20.1% | -0.6% | +20.7% | +20.0% |
| 1Y | +31.2% | +0.4% | +30.8% | +31.2% |
| 3Y | +391.7% | +13.2% | +378.6% | +396.9% |
| 5Y | +911.9% | -2.0% | +913.8% | +851.8% |
| 10Y | +15,200.7% | +15.1% | +15,185.6% | +16,171.7% |
| All | +183,666.3% | +97.4% | +183,568.8% | +279,700.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling