+281.7%
NVDA vs BUD
+48.5%
+233.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.1% |
| 7D | -11.6% | +1.3% | -12.9% | -11.4% |
| 30D | -22.1% | +10.0% | -32.1% | -21.5% |
| 3M | -20.1% | +1.6% | -21.7% | -19.8% |
| 6M | -16.8% | +6.5% | -23.3% | -16.2% |
| YTD | -4.0% | +34.8% | -38.8% | -2.5% |
| 1Y | -4.8% | +36.5% | -41.3% | -3.2% |
| 3Y | +281.7% | +49.0% | +232.7% | +283.5% |
| All | +281.7% | +48.5% | +233.2% | +283.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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