+384.6%
NVDA vs AU
+577.5%
-192.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.1% |
| 7D | -5.1% | -4.3% | -0.9% | -4.6% |
| 30D | -2.5% | +7.3% | -9.8% | -3.4% |
| 3M | +6.7% | +26.3% | -19.7% | +3.5% |
| 6M | +17.6% | +1.8% | +15.8% | +16.0% |
| YTD | +17.3% | +26.8% | -9.5% | +13.3% |
| 1Y | +23.5% | +66.7% | -43.2% | +16.4% |
| 3Y | +384.6% | +579.1% | -194.4% | +335.3% |
| All | +384.6% | +577.5% | -192.9% | +335.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling