+23.5%
NVDA vs AZO
-32.5%
+56.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -5.1% | -3.6% | -1.6% | -5.4% |
| 30D | -2.5% | -5.6% | +3.1% | -2.8% |
| 3M | +6.7% | -6.6% | +13.3% | +6.5% |
| 6M | +17.6% | -22.5% | +40.1% | +15.9% |
| YTD | +17.3% | -15.2% | +32.5% | +18.4% |
| 1Y | +23.5% | -33.9% | +57.4% | +16.7% |
| All | +23.5% | -32.5% | +56.0% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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