-0.5%
NVDA vs USB
+31.9%
-32.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.8% |
| 7D | -8.8% | 0.0% | -8.8% | -8.7% |
| 30D | -21.4% | +5.8% | -27.2% | -21.8% |
| 3M | -14.7% | -6.0% | -8.7% | -13.8% |
| 6M | -10.0% | +7.8% | -17.8% | -10.7% |
| YTD | +0.3% | +14.6% | -14.3% | -2.9% |
| 1Y | -0.5% | +31.8% | -32.3% | -7.2% |
| All | -0.5% | +31.9% | -32.5% | -7.2% |
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