-14.0%
NVDA vs USB
+31.5%
-45.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -4.0% | -4.3% |
| 7D | -8.5% | +1.2% | -9.7% | -8.6% |
| 30D | -27.3% | +6.3% | -33.6% | -27.6% |
| 3M | -25.8% | -6.1% | -19.6% | -25.0% |
| 6M | -24.6% | +13.0% | -37.5% | -25.7% |
| YTD | -10.7% | +16.6% | -27.2% | -13.5% |
| 1Y | -14.0% | +31.1% | -45.2% | -18.5% |
| All | -14.0% | +31.5% | -45.5% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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