+449.3%
NVDA vs BA
-21.9%
+471.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.5% |
| 7D | -8.5% | -0.6% | -7.9% | -8.2% |
| 30D | -27.3% | -8.0% | -19.3% | -24.6% |
| 3M | -25.8% | -25.8% | 0.0% | -14.8% |
| 6M | -24.6% | -27.6% | +3.0% | -13.1% |
| YTD | -10.7% | -21.0% | +10.3% | -2.7% |
| 1Y | -14.0% | -12.3% | -1.8% | -11.8% |
| 3Y | +244.9% | -12.8% | +257.6% | +227.6% |
| 5Y | +449.3% | -22.4% | +471.6% | +408.7% |
| All | +449.3% | -21.9% | +471.2% | +408.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling