+14,546.7%
NVDA vs AGNC
+83.7%
+14,463.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -5.1% | -4.7% | -0.4% | -2.8% |
| 30D | -2.5% | -5.7% | +3.2% | +0.5% |
| 3M | +6.7% | +1.9% | +4.8% | +5.4% |
| 6M | +17.6% | +1.8% | +15.8% | +16.1% |
| YTD | +17.3% | +3.4% | +13.9% | +14.6% |
| 1Y | +23.5% | +13.6% | +9.9% | +14.4% |
| 3Y | +384.6% | +60.4% | +324.3% | +268.1% |
| 5Y | +875.4% | +27.0% | +848.4% | +724.5% |
| All | +14,546.7% | +83.7% | +14,463.0% | +10,730.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 AGNC 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