+375.4%
NVDA vs BA
-4.9%
+380.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +5.9% | +1.2% | +4.7% | +5.5% |
| 30D | +5.1% | -11.6% | +16.7% | +9.3% |
| 3M | +5.4% | -2.4% | +7.7% | +5.9% |
| 6M | +26.0% | -6.6% | +32.6% | +27.5% |
| YTD | +23.7% | -2.2% | +25.9% | +23.0% |
| 1Y | +34.4% | -8.0% | +42.4% | +36.0% |
| All | +375.4% | -4.9% | +380.3% | +271.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling