+34.4%
NVDA vs BN
-6.5%
+40.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +5.9% | -2.5% | +8.4% | +7.1% |
| 30D | +5.1% | -9.5% | +14.6% | +10.0% |
| 3M | +5.4% | -10.4% | +15.7% | +10.8% |
| 6M | +26.0% | -6.4% | +32.4% | +29.0% |
| YTD | +23.7% | -11.9% | +35.5% | +28.6% |
| 1Y | +34.4% | -8.6% | +43.0% | +36.9% |
| All | +34.4% | -6.5% | +40.9% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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