+34.4%
NVDA vs HWM
+48.6%
-14.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | +5.9% | -2.1% | +8.0% | +6.5% |
| 30D | +5.1% | -11.0% | +16.1% | +9.6% |
| 3M | +5.4% | +4.0% | +1.3% | +2.9% |
| 6M | +26.0% | -0.2% | +26.2% | +24.5% |
| YTD | +23.7% | +26.7% | -3.0% | +8.3% |
| 1Y | +34.4% | +44.7% | -10.3% | +8.1% |
| All | +34.4% | +48.6% | -14.2% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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