+1.0%
NVDA vs XYZ
+19.9%
-18.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +15.3% | -18.5% | -5.1% |
| 7D | -7.1% | +16.5% | -23.6% | -9.1% |
| 30D | -16.2% | +15.0% | -31.2% | -17.9% |
| 3M | -5.5% | +3.5% | -9.0% | -5.8% |
| 6M | +1.1% | +21.9% | -20.8% | -2.6% |
| YTD | +7.6% | +34.6% | -27.1% | +3.9% |
| 1Y | +1.0% | +20.7% | -19.8% | -1.0% |
| All | +1.0% | +19.9% | -18.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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