-12.4%
NVDA vs MS
+16.0%
-28.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.6% |
| 7D | -18.3% | +0.8% | -19.1% | -18.5% |
| 30D | -26.3% | -0.7% | -25.6% | -26.0% |
| 3M | -22.3% | -12.4% | -9.9% | -16.9% |
| 6M | -21.3% | -1.7% | -19.6% | -20.4% |
| YTD | -9.2% | +8.0% | -17.3% | -12.9% |
| All | -12.4% | +16.0% | -28.4% | -18.8% |
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