-6.7%
NVDA vs USB
+33.6%
-40.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -9.0% |
| 7D | -15.0% | -1.5% | -13.5% | -14.8% |
| 30D | -24.1% | +4.3% | -28.4% | -24.3% |
| 3M | -17.1% | -6.1% | -11.0% | -16.2% |
| 6M | -7.4% | +9.4% | -16.8% | -8.4% |
| YTD | -2.4% | +15.2% | -17.6% | -5.7% |
| 1Y | -6.7% | +32.8% | -39.5% | -13.5% |
| All | -6.7% | +33.6% | -40.4% | -13.5% |
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