+399.1%
NVDA vs B
+202.9%
+196.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.3% |
| 7D | +5.9% | -1.6% | +7.5% | +6.2% |
| 30D | +5.1% | +9.4% | -4.4% | +3.1% |
| 3M | +5.4% | +5.0% | +0.4% | +3.9% |
| 6M | +26.0% | -3.5% | +29.6% | +25.3% |
| YTD | +23.7% | +4.5% | +19.2% | +20.8% |
| 1Y | +34.4% | +67.8% | -33.4% | +20.8% |
| All | +399.1% | +202.9% | +196.2% | +323.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling