+281.7%
NVDA vs BAC
+93.5%
+188.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.3% | -6.6% | -5.1% |
| 7D | -11.6% | +2.0% | -13.6% | -12.2% |
| 30D | -22.1% | -6.9% | -15.1% | -20.0% |
| 3M | -20.1% | -19.6% | -0.6% | -13.6% |
| 6M | -16.8% | -0.5% | -16.3% | -17.3% |
| YTD | -4.0% | -6.6% | +2.6% | -2.5% |
| 1Y | -4.8% | -3.0% | -1.9% | -4.9% |
| 3Y | +281.7% | +97.3% | +184.4% | +217.8% |
| All | +281.7% | +93.5% | +188.2% | +217.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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