+23.5%
NVDA vs BAX
-0.4%
+23.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | 0.0% |
| 7D | -5.1% | -7.9% | +2.7% | -4.9% |
| 30D | -2.5% | -11.7% | +9.2% | -2.1% |
| 3M | +6.7% | +16.2% | -9.5% | +5.2% |
| 6M | +17.6% | +32.0% | -14.4% | +13.6% |
| YTD | +17.3% | +24.7% | -7.4% | +14.2% |
| 1Y | +23.5% | -2.6% | +26.1% | +27.2% |
| All | +23.5% | -0.4% | +23.9% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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