-14.9%
NVDA vs EXC
+2.3%
-17.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.6% |
| 7D | -18.3% | +0.1% | -18.4% | -18.3% |
| 30D | -26.3% | +9.0% | -35.4% | -24.3% |
| 3M | -22.3% | +3.3% | -25.6% | -21.3% |
| 6M | -21.3% | +5.7% | -27.0% | -19.7% |
| YTD | -9.2% | +7.3% | -16.6% | -6.4% |
| 1Y | -14.9% | +2.9% | -17.9% | -13.1% |
| All | -14.9% | +2.3% | -17.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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