+889.8%
NVDA vs AGNC
+26.7%
+863.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -5.1% | -4.7% | -0.4% | -2.3% |
| 30D | -2.5% | -5.7% | +3.2% | +1.1% |
| 3M | +6.7% | +1.9% | +4.8% | +5.1% |
| 6M | +17.6% | +1.8% | +15.8% | +15.7% |
| YTD | +17.3% | +3.4% | +13.9% | +13.9% |
| 1Y | +23.5% | +13.6% | +9.9% | +12.4% |
| 3Y | +384.6% | +60.4% | +324.3% | +245.4% |
| All | +889.8% | +26.7% | +863.1% | +870.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling