+309.2%
NVDA vs FIX
+448.6%
-139.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.4% | -2.7% | +0.4% |
| 7D | -8.8% | -17.5% | +8.7% | -1.4% |
| 30D | -21.4% | -41.6% | +20.2% | -1.5% |
| 3M | -14.7% | -40.6% | +25.9% | +5.2% |
| 6M | -10.0% | -49.4% | +39.4% | +17.4% |
| YTD | +0.3% | +9.2% | -8.9% | -13.4% |
| 1Y | -0.5% | +6.5% | -7.0% | -13.5% |
| 3Y | +309.2% | +448.7% | -139.6% | +53.0% |
| All | +309.2% | +448.6% | -139.4% | +53.0% |
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 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