+911.9%
NVDA vs BAX
-67.6%
+979.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.7% |
| 7D | -0.3% | -5.1% | +4.8% | +0.3% |
| 30D | +2.8% | -12.2% | +15.0% | +4.5% |
| 3M | +7.4% | +21.8% | -14.4% | +3.9% |
| 6M | +22.6% | +36.3% | -13.7% | +16.2% |
| YTD | +20.1% | +27.8% | -7.7% | +14.4% |
| 1Y | +31.2% | -0.1% | +31.2% | +29.7% |
| 3Y | +391.7% | -33.3% | +425.0% | +408.1% |
| 5Y | +911.9% | -67.1% | +979.0% | +1,224.7% |
| All | +911.9% | -67.6% | +979.4% | +1,224.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling