+874.6%
NVDA vs BWA
+86.5%
+788.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.0% | -2.7% |
| 7D | -4.4% | -0.1% | -4.4% | -4.4% |
| 30D | +0.4% | -5.5% | +5.9% | +3.0% |
| 3M | +9.0% | -7.6% | +16.6% | +12.7% |
| 6M | +18.3% | +25.0% | -6.6% | +4.8% |
| YTD | +17.2% | +47.0% | -29.7% | -7.0% |
| 1Y | +23.3% | +54.0% | -30.7% | -5.6% |
| 3Y | +380.0% | +70.7% | +309.4% | +229.0% |
| 5Y | +874.6% | +86.7% | +788.0% | +471.9% |
| All | +874.6% | +86.5% | +788.1% | +471.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling