+34.4%
NVDA vs T
-7.8%
+42.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.8% | +0.1% |
| 7D | +5.9% | -1.3% | +7.2% | +5.4% |
| 30D | +5.1% | +11.4% | -6.3% | +8.8% |
| 3M | +5.4% | +14.3% | -8.9% | +10.5% |
| 6M | +26.0% | -9.3% | +35.3% | +23.5% |
| YTD | +23.7% | +7.1% | +16.6% | +25.8% |
| 1Y | +34.4% | -9.1% | +43.5% | +34.2% |
| All | +34.4% | -7.8% | +42.2% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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