+444.8%
NVDA vs FIX
+1,026.2%
-581.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.3% |
| 7D | -12.7% | +9.4% | -22.2% | -16.9% |
| 30D | -26.4% | -27.8% | +1.4% | -15.1% |
| 3M | -27.6% | -35.6% | +7.9% | -12.5% |
| 6M | -27.7% | -45.2% | +17.5% | -6.8% |
| YTD | -12.5% | +19.5% | -32.0% | -29.2% |
| 1Y | -12.6% | +24.2% | -36.9% | -31.4% |
| 3Y | +235.9% | +494.2% | -258.2% | -12.5% |
| All | +444.8% | +1,026.2% | -581.4% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling