+26.0%
NVDA vs TER
+14.7%
+11.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.7% | -0.2% |
| 7D | +5.9% | +0.6% | +5.3% | +5.7% |
| 30D | +5.1% | -8.3% | +13.4% | +6.7% |
| 3M | +5.4% | -12.2% | +17.6% | +6.1% |
| 6M | +26.0% | +17.1% | +8.9% | +15.8% |
| All | +26.0% | +14.7% | +11.3% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 6mo: compounded portfolio wealth divided by compounded TER 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…
6mo analysis · Full analysis span regression · 6 months rolling