-12.6%
NVDA vs PEP
+5.0%
-17.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -0.8% |
| 7D | -12.7% | +2.9% | -15.6% | -11.3% |
| 30D | -26.4% | +12.5% | -38.9% | -21.4% |
| 3M | -27.6% | +4.5% | -32.2% | -25.3% |
| 6M | -27.7% | -0.5% | -27.2% | -26.1% |
| YTD | -12.5% | +4.4% | -16.9% | -5.4% |
| 1Y | -12.6% | +4.4% | -17.0% | -6.4% |
| All | -12.6% | +5.0% | -17.7% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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