+384.6%
NVDA vs AGI
+206.1%
+178.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -5.1% | -2.7% | -2.4% | -4.6% |
| 30D | -2.5% | +7.2% | -9.7% | -3.8% |
| 3M | +6.7% | +4.3% | +2.4% | +5.3% |
| 6M | +17.6% | -27.1% | +44.7% | +22.6% |
| YTD | +17.3% | -6.6% | +23.9% | +16.6% |
| 1Y | +23.5% | +9.5% | +14.0% | +18.6% |
| 3Y | +384.6% | +208.4% | +176.2% | +323.1% |
| All | +384.6% | +206.1% | +178.5% | +323.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling