+889.8%
NVDA vs AJG
+74.4%
+815.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | -5.1% | -8.3% | +3.1% | -3.0% |
| 30D | -2.5% | -5.7% | +3.2% | -1.2% |
| 3M | +6.7% | +9.1% | -2.4% | +2.2% |
| 6M | +17.6% | +15.2% | +2.4% | +9.9% |
| YTD | +17.3% | -6.3% | +23.6% | +18.4% |
| 1Y | +23.5% | -19.1% | +42.6% | +33.3% |
| 3Y | +384.6% | +8.2% | +376.4% | +281.2% |
| All | +889.8% | +74.4% | +815.4% | +336.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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