+889.8%
NVDA vs AZO
+85.8%
+804.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -5.1% | -3.6% | -1.6% | -4.2% |
| 30D | -2.5% | -5.6% | +3.1% | -1.0% |
| 3M | +6.7% | -6.6% | +13.3% | +8.2% |
| 6M | +17.6% | -22.5% | +40.1% | +25.8% |
| YTD | +17.3% | -15.2% | +32.5% | +21.3% |
| 1Y | +23.5% | -33.9% | +57.4% | +39.2% |
| 3Y | +384.6% | +11.8% | +372.8% | +309.2% |
| All | +889.8% | +85.8% | +804.0% | +460.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling