+375.4%
NVDA vs FIX
+782.4%
-407.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | 0.0% |
| 7D | +5.9% | +6.0% | -0.1% | +3.2% |
| 30D | +5.1% | -7.2% | +12.3% | +8.2% |
| 3M | +5.4% | -15.9% | +21.2% | +11.7% |
| 6M | +26.0% | +12.7% | +13.3% | +14.3% |
| YTD | +23.7% | +72.8% | -49.1% | -10.2% |
| 1Y | +34.4% | +122.9% | -88.5% | -16.1% |
| All | +375.4% | +782.4% | -407.0% | +62.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling