+14,546.7%
NVDA vs AU
+699.0%
+13,847.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.1% |
| 7D | -5.1% | -4.3% | -0.9% | -4.8% |
| 30D | -2.5% | +7.3% | -9.8% | -3.1% |
| 3M | +6.7% | +26.3% | -19.7% | +4.6% |
| 6M | +17.6% | +1.8% | +15.8% | +16.8% |
| YTD | +17.3% | +26.8% | -9.5% | +14.5% |
| 1Y | +23.5% | +66.7% | -43.2% | +18.3% |
| 3Y | +384.6% | +579.1% | -194.4% | +322.4% |
| 5Y | +875.4% | +689.3% | +186.1% | +735.6% |
| All | +14,546.7% | +699.0% | +13,847.7% | +14,817.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling