-12.6%
NVDA vs BWA
+12.3%
-24.9%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -12.7% | +4.3% | -17.0% | -13.8% |
| 30D | -26.4% | -13.0% | -13.4% | -23.8% |
| 3M | -27.6% | -24.8% | -2.8% | -22.6% |
| 6M | -27.7% | -23.5% | -4.2% | -22.9% |
| YTD | -12.5% | +13.8% | -26.3% | -10.6% |
| 1Y | -12.6% | +13.4% | -26.1% | -10.7% |
| All | -12.6% | +12.3% | -24.9% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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