-9.8%
NVDA vs BA
-10.4%
+0.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.7% |
| 7D | -13.2% | -1.4% | -11.8% | -12.9% |
| 30D | -23.2% | -7.9% | -15.3% | -22.0% |
| 3M | -20.0% | -25.2% | +5.1% | -14.5% |
| 6M | -20.6% | -26.7% | +6.1% | -15.6% |
| YTD | -6.6% | -19.6% | +13.0% | -5.1% |
| 1Y | -9.8% | -10.6% | +0.7% | -9.9% |
| All | -9.8% | -10.4% | +0.5% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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