-14.9%
NVDA vs AR
+9.7%
-24.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +4.3% | -13.8% | -9.0% |
| 7D | -18.3% | -5.8% | -12.5% | -18.6% |
| 30D | -26.3% | +4.8% | -31.2% | -25.7% |
| 3M | -22.3% | +1.5% | -23.8% | -21.7% |
| 6M | -21.3% | +4.7% | -26.0% | -20.1% |
| YTD | -9.2% | +9.2% | -18.4% | -9.3% |
| 1Y | -14.9% | +11.2% | -26.1% | -14.8% |
| All | -14.9% | +9.7% | -24.7% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling