+235.9%
NVDA vs XYZ
+66.0%
+169.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -2.8% |
| 7D | -12.7% | -1.1% | -11.7% | -12.5% |
| 30D | -26.4% | +11.5% | -37.9% | -29.1% |
| 3M | -27.6% | +1.8% | -29.4% | -28.4% |
| 6M | -27.7% | +21.2% | -48.9% | -32.7% |
| YTD | -12.5% | +29.9% | -42.4% | -21.3% |
| 1Y | -12.6% | +35.8% | -48.4% | -23.0% |
| 3Y | +235.9% | +62.6% | +173.4% | +182.0% |
| All | +235.9% | +66.0% | +169.9% | +182.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling