-12.6%
NVDA vs FIX
+15.7%
-28.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.6% |
| 7D | -12.7% | +9.4% | -22.2% | -15.2% |
| 30D | -26.4% | -27.8% | +1.4% | -19.8% |
| 3M | -27.6% | -35.6% | +7.9% | -18.9% |
| 6M | -27.7% | -45.2% | +17.5% | -15.7% |
| YTD | -12.5% | +19.5% | -32.0% | -22.8% |
| 1Y | -12.6% | +24.2% | -36.9% | -24.0% |
| All | -12.6% | +15.7% | -28.4% | -24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling