-14.0%
NVDA vs PM
+30.3%
-44.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | -8.5% | -2.4% | -6.1% | -8.9% |
| 30D | -27.3% | -1.3% | -26.0% | -27.1% |
| 3M | -25.8% | +6.5% | -32.3% | -24.4% |
| 6M | -24.6% | +7.0% | -31.5% | -22.4% |
| YTD | -10.7% | +25.8% | -36.5% | -5.0% |
| 1Y | -14.0% | +30.9% | -44.9% | -6.7% |
| All | -14.0% | +30.3% | -44.4% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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