+1.0%
NVDA vs AU
+42.5%
-41.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.0% | -11.2% | -4.6% |
| 7D | -7.1% | +0.8% | -7.8% | -7.3% |
| 30D | -16.2% | -7.0% | -9.3% | -15.2% |
| 3M | -5.5% | +8.5% | -14.0% | -7.3% |
| 6M | +1.1% | -1.3% | +2.3% | +0.3% |
| YTD | +7.6% | +6.8% | +0.8% | +4.0% |
| 1Y | +1.0% | +44.6% | -43.6% | -10.0% |
| All | +1.0% | +42.5% | -41.5% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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