+34.4%
NVDA vs D
+15.7%
+18.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +0.3% |
| 7D | +5.9% | +0.4% | +5.4% | +6.1% |
| 30D | +5.1% | -3.6% | +8.6% | +3.6% |
| 3M | +5.4% | -1.0% | +6.3% | +5.3% |
| 6M | +26.0% | +6.3% | +19.7% | +29.5% |
| YTD | +23.7% | +14.7% | +9.0% | +34.1% |
| 1Y | +34.4% | +16.9% | +17.4% | +44.6% |
| All | +34.4% | +15.7% | +18.7% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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