-14.9%
NVDA vs D
+16.4%
-31.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.4% |
| 7D | -18.3% | +2.4% | -20.7% | -17.5% |
| 30D | -26.3% | +10.9% | -37.3% | -23.4% |
| 3M | -22.3% | +2.8% | -25.1% | -21.0% |
| 6M | -21.3% | +12.7% | -34.0% | -17.3% |
| YTD | -9.2% | +20.3% | -29.6% | -0.7% |
| 1Y | -14.9% | +17.1% | -32.1% | -8.8% |
| All | -14.9% | +16.4% | -31.4% | -8.8% |
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