+34.3%
NVDA vs MS
+49.1%
-14.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.7% |
| 7D | +3.8% | +2.5% | +1.3% | +2.6% |
| 30D | +0.8% | 0.0% | +0.8% | +0.8% |
| 3M | +8.2% | +2.4% | +5.7% | +6.6% |
| 6M | +27.1% | +36.4% | -9.3% | +9.8% |
| YTD | +21.2% | +23.8% | -2.6% | +9.0% |
| 1Y | +34.3% | +48.6% | -14.3% | +11.8% |
| All | +34.3% | +49.1% | -14.8% | +11.8% |
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