+1.0%
NVDA vs CRM
-11.3%
+12.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.3% |
| 7D | -7.1% | -6.2% | -0.9% | -6.8% |
| 30D | -16.2% | -1.2% | -15.1% | -16.2% |
| 3M | -5.5% | +19.1% | -24.6% | -6.5% |
| 6M | +1.1% | +23.0% | -21.9% | +1.7% |
| YTD | +7.6% | -13.7% | +21.2% | +12.5% |
| 1Y | +1.0% | -10.0% | +11.0% | +4.3% |
| All | +1.0% | -11.3% | +12.2% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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