+29,672.9%
NVDA vs XYZ
+615.2%
+29,057.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -0.6% |
| 7D | +3.8% | +2.9% | +1.0% | +2.6% |
| 30D | +0.8% | +1.4% | -0.6% | 0.0% |
| 3M | +8.2% | +14.6% | -6.4% | +1.1% |
| 6M | +27.1% | +20.8% | +6.3% | +15.3% |
| YTD | +21.2% | +23.1% | -1.9% | +6.8% |
| 1Y | +34.3% | +5.6% | +28.6% | +25.0% |
| 3Y | +396.3% | +50.9% | +345.3% | +260.1% |
| 5Y | +913.8% | -68.6% | +982.3% | +1,227.6% |
| 10Y | +14,572.5% | +580.0% | +13,992.5% | +6,978.5% |
| All | +29,672.9% | +615.2% | +29,057.7% | +13,468.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling