+919.8%
NVDA vs ALLE
+13.7%
+906.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | +5.9% | -0.2% | +6.1% | +6.0% |
| 30D | +5.1% | -6.8% | +11.9% | +9.2% |
| 3M | +5.4% | +21.0% | -15.7% | -6.5% |
| 6M | +26.0% | +1.1% | +24.9% | +23.9% |
| YTD | +23.7% | -0.5% | +24.2% | +21.3% |
| 1Y | +34.4% | -7.3% | +41.6% | +36.9% |
| 3Y | +375.8% | +42.3% | +333.5% | +235.4% |
| All | +919.8% | +13.7% | +906.1% | +685.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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