+23.4%
NVDA vs STZ
-12.7%
+36.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.1% | -2.0% |
| 7D | -4.3% | -4.1% | -0.2% | -4.8% |
| 30D | +0.5% | -7.6% | +8.1% | -0.5% |
| 3M | +9.1% | -12.3% | +21.4% | +7.4% |
| 6M | +18.5% | -16.3% | +34.8% | +16.3% |
| YTD | +17.4% | -8.4% | +25.7% | +15.6% |
| 1Y | +23.4% | -10.8% | +34.3% | +24.3% |
| All | +23.4% | -12.7% | +36.2% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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