+34.4%
NVDA vs MS
+49.4%
-15.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.7% |
| 7D | +5.9% | +1.4% | +4.5% | +5.2% |
| 30D | +5.1% | -0.3% | +5.3% | +5.2% |
| 3M | +5.4% | +0.3% | +5.1% | +4.9% |
| 6M | +26.0% | +31.3% | -5.3% | +10.3% |
| YTD | +23.7% | +24.7% | -1.0% | +10.6% |
| 1Y | +34.4% | +47.9% | -13.5% | +9.8% |
| All | +34.4% | +49.4% | -15.0% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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