+889.8%
NVDA vs BDX
-2.2%
+892.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -5.1% | -3.2% | -2.0% | -4.7% |
| 30D | -2.5% | -2.5% | +0.1% | -2.2% |
| 3M | +6.7% | +21.4% | -14.7% | +3.3% |
| 6M | +17.6% | +10.4% | +7.2% | +15.8% |
| YTD | +17.3% | +18.8% | -1.5% | +14.0% |
| 1Y | +23.5% | +21.7% | +1.8% | +19.3% |
| 3Y | +384.6% | -10.0% | +394.6% | +395.3% |
| All | +889.8% | -2.2% | +892.0% | +937.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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