+384.6%
NVDA vs BLK
+66.0%
+318.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -1.0% |
| 7D | -5.1% | -3.3% | -1.8% | -3.2% |
| 30D | -2.5% | -6.5% | +4.0% | +1.3% |
| 3M | +6.7% | +6.7% | -0.1% | +1.8% |
| 6M | +17.6% | +14.7% | +2.9% | +6.8% |
| YTD | +17.3% | +2.5% | +14.8% | +14.0% |
| 1Y | +23.5% | -2.8% | +26.3% | +23.6% |
| 3Y | +384.6% | +65.9% | +318.8% | +236.6% |
| All | +384.6% | +66.0% | +318.6% | +236.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 3y: compounded portfolio wealth divided by compounded BLK 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…
3y analysis · Full analysis span regression · 6 months rolling