+14,546.7%
NVDA vs AGI
+392.3%
+14,154.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -5.1% | -2.7% | -2.4% | -4.9% |
| 30D | -2.5% | +7.2% | -9.7% | -3.1% |
| 3M | +6.7% | +4.3% | +2.4% | +6.0% |
| 6M | +17.6% | -27.1% | +44.7% | +20.1% |
| YTD | +17.3% | -6.6% | +23.9% | +17.2% |
| 1Y | +23.5% | +9.5% | +14.0% | +21.7% |
| 3Y | +384.6% | +208.4% | +176.2% | +345.2% |
| 5Y | +875.4% | +401.6% | +473.8% | +775.4% |
| All | +14,546.7% | +392.3% | +14,154.4% | +14,387.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling