+600,899.8%
NVDA vs AU
+799.3%
+600,100.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.9% |
| 7D | +3.8% | -0.3% | +4.1% | +3.8% |
| 30D | +0.8% | +12.8% | -12.0% | -0.8% |
| 3M | +8.2% | +28.5% | -20.3% | +4.6% |
| 6M | +27.1% | +4.8% | +22.3% | +25.4% |
| YTD | +21.2% | +31.0% | -9.8% | +15.8% |
| 1Y | +34.3% | +81.4% | -47.1% | +23.0% |
| 3Y | +396.3% | +618.4% | -222.2% | +275.9% |
| 5Y | +913.8% | +686.3% | +227.5% | +644.3% |
| 10Y | +14,572.5% | +664.5% | +13,908.0% | +10,019.0% |
| All | +600,899.8% | +799.3% | +600,100.5% | +461,403.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling