+889.8%
NVDA vs AMGN
+103.1%
+786.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | -5.1% | -13.7% | +8.6% | -3.3% |
| 30D | -2.5% | -8.8% | +6.3% | -1.4% |
| 3M | +6.7% | +7.2% | -0.5% | +5.5% |
| 6M | +17.6% | +1.3% | +16.3% | +17.2% |
| YTD | +17.3% | +17.6% | -0.3% | +14.2% |
| 1Y | +23.5% | +37.2% | -13.7% | +16.8% |
| 3Y | +384.6% | +57.7% | +326.9% | +335.0% |
| All | +889.8% | +103.1% | +786.6% | +714.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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