+875.7%
NVDA vs AGI
+389.6%
+486.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -1.6% |
| 7D | -4.3% | -5.3% | +0.9% | -3.2% |
| 30D | +0.5% | +6.8% | -6.2% | -1.0% |
| 3M | +9.1% | +8.3% | +0.8% | +6.6% |
| 6M | +18.5% | -29.2% | +47.7% | +25.6% |
| YTD | +17.4% | -7.3% | +24.6% | +16.5% |
| 1Y | +23.4% | +8.0% | +15.4% | +17.8% |
| 3Y | +380.6% | +206.6% | +174.0% | +253.5% |
| 5Y | +875.7% | +398.1% | +477.6% | +548.3% |
| All | +875.7% | +389.6% | +486.1% | +548.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling