+23.5%
NVDA vs EXE
+1.0%
+22.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | -0.2% |
| 7D | -5.1% | -3.1% | -2.0% | -5.4% |
| 30D | -2.5% | -0.9% | -1.6% | -2.5% |
| 3M | +6.7% | +9.6% | -2.9% | +7.3% |
| 6M | +17.6% | -11.6% | +29.2% | +17.1% |
| YTD | +17.3% | -12.6% | +29.9% | +17.3% |
| 1Y | +23.5% | +1.2% | +22.3% | +34.0% |
| All | +23.5% | +1.0% | +22.5% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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