+34.4%
NVDA vs IR
-1.2%
+35.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.4% | +0.6% |
| 7D | +5.9% | -2.8% | +8.7% | +6.3% |
| 30D | +5.1% | -15.1% | +20.2% | +7.8% |
| 3M | +5.4% | +6.1% | -0.7% | +4.3% |
| 6M | +26.0% | -16.8% | +42.8% | +26.3% |
| YTD | +23.7% | -3.5% | +27.2% | +23.8% |
| 1Y | +34.4% | -3.5% | +37.9% | +36.0% |
| All | +34.4% | -1.2% | +35.6% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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