+1.0%
NVDA vs PSX
+97.5%
-96.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.5% | +1.4% | -4.1% |
| 7D | -7.1% | -5.2% | -1.9% | -8.0% |
| 30D | -16.2% | -3.7% | -12.5% | -16.6% |
| 3M | -5.5% | +26.8% | -32.2% | +1.0% |
| 6M | +1.1% | +47.3% | -46.2% | +12.1% |
| YTD | +7.6% | +105.4% | -97.9% | +25.3% |
| 1Y | +1.0% | +96.9% | -96.0% | +17.5% |
| All | +1.0% | +97.5% | -96.5% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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