+875.7%
NVDA vs INCY
+69.5%
+806.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.8% |
| 7D | -4.3% | -3.7% | -0.6% | -3.5% |
| 30D | +0.5% | +1.8% | -1.3% | +0.1% |
| 3M | +9.1% | +17.0% | -7.9% | +4.8% |
| 6M | +18.5% | +28.4% | -9.9% | +11.0% |
| YTD | +17.4% | +24.8% | -7.5% | +10.5% |
| 1Y | +23.4% | +42.9% | -19.5% | +11.8% |
| 3Y | +380.6% | +92.7% | +287.9% | +287.8% |
| 5Y | +875.7% | +73.3% | +802.4% | +711.7% |
| All | +875.7% | +69.5% | +806.2% | +711.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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