+31.2%
NVDA vs DRI
+3.0%
+28.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -1.2% |
| 7D | -0.3% | -4.8% | +4.5% | -1.2% |
| 30D | +2.8% | -3.9% | +6.7% | +2.2% |
| 3M | +7.4% | +5.1% | +2.4% | +8.5% |
| 6M | +22.6% | +5.5% | +17.1% | +23.9% |
| YTD | +20.1% | +16.5% | +3.6% | +26.0% |
| 1Y | +31.2% | +2.0% | +29.2% | +34.4% |
| All | +31.2% | +3.0% | +28.1% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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