-14.9%
NVDA vs B
+16.8%
-31.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.1% | +0.6% | -4.0% |
| 7D | -18.3% | +7.1% | -25.4% | -19.8% |
| 30D | -26.3% | -3.3% | -23.0% | -25.7% |
| 3M | -22.3% | -2.5% | -19.7% | -21.9% |
| 6M | -21.3% | -7.2% | -14.1% | -20.5% |
| YTD | -9.2% | -7.4% | -1.9% | -10.9% |
| 1Y | -14.9% | +16.4% | -31.4% | -21.2% |
| All | -14.9% | +16.8% | -31.7% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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