+613,227.2%
NVDA vs BAX
+158.1%
+613,069.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.5% |
| 7D | +5.9% | -1.1% | +7.0% | +6.2% |
| 30D | +5.1% | -5.5% | +10.5% | +6.6% |
| 3M | +5.4% | +33.5% | -28.2% | -4.1% |
| 6M | +26.0% | +35.9% | -9.9% | +13.6% |
| YTD | +23.7% | +35.4% | -11.7% | +10.5% |
| 1Y | +34.4% | +9.8% | +24.6% | +26.6% |
| 3Y | +375.8% | -32.7% | +408.5% | +399.8% |
| 5Y | +911.8% | -65.6% | +977.3% | +1,205.7% |
| 10Y | +14,899.8% | -34.9% | +14,934.7% | +16,216.4% |
| All | +613,227.2% | +158.1% | +613,069.1% | +582,118.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling