+7,949.9%
NVDA vs FIX
+3,814.3%
+4,135.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.0% | -2.2% | +0.6% |
| 7D | -13.2% | +6.4% | -19.6% | -15.9% |
| 30D | -23.2% | -29.1% | +5.8% | -12.0% |
| 3M | -20.0% | -31.1% | +11.1% | -7.9% |
| 6M | -20.6% | -42.8% | +22.2% | -2.4% |
| YTD | -6.6% | +24.6% | -31.3% | -22.2% |
| 1Y | -9.8% | +21.9% | -31.8% | -24.5% |
| 3Y | +260.5% | +524.9% | -264.4% | +32.2% |
| 5Y | +474.2% | +1,092.2% | -618.0% | +55.7% |
| 10Y | +7,949.9% | +3,759.0% | +4,190.9% | +1,253.5% |
| All | +7,949.9% | +3,814.3% | +4,135.7% | +1,253.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling