-14.0%
NVDA vs B
+7.9%
-21.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -3.5% |
| 7D | -8.5% | -6.2% | -2.3% | -7.0% |
| 30D | -27.3% | -6.6% | -20.7% | -26.0% |
| 3M | -25.8% | -7.9% | -17.9% | -24.3% |
| 6M | -24.6% | -16.8% | -7.8% | -21.6% |
| YTD | -10.7% | -11.7% | +1.0% | -11.6% |
| 1Y | -14.0% | +3.5% | -17.5% | -18.4% |
| All | -14.0% | +7.9% | -21.9% | -18.4% |
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