+22.6%
NVDA vs MCO
+2.6%
+20.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -1.1% |
| 7D | -0.3% | -3.1% | +2.8% | -0.8% |
| 30D | +2.8% | -0.5% | +3.4% | +2.5% |
| 3M | +7.4% | +5.7% | +1.7% | +6.7% |
| 6M | +22.6% | +3.0% | +19.6% | +22.9% |
| All | +22.6% | +2.6% | +20.0% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 6mo: compounded portfolio wealth divided by compounded MCO 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…
6mo analysis · Full analysis span regression · 6 months rolling