+913.8%
NVDA vs BAC
+71.7%
+842.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | +3.8% | +1.2% | +2.7% | +3.2% |
| 30D | +0.8% | -0.7% | +1.5% | +1.0% |
| 3M | +8.2% | +16.9% | -8.7% | -1.7% |
| 6M | +27.1% | +29.6% | -2.5% | +8.1% |
| YTD | +21.2% | +15.3% | +5.9% | +10.3% |
| 1Y | +34.3% | +28.8% | +5.5% | +13.5% |
| 3Y | +396.3% | +136.4% | +259.9% | +166.1% |
| 5Y | +913.8% | +72.9% | +840.9% | +610.8% |
| All | +913.8% | +71.7% | +842.1% | +610.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling