+34.4%
NVDA vs Z
-58.8%
+93.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +3.0% | +0.9% |
| 7D | +5.9% | -3.0% | +8.9% | +5.9% |
| 30D | +5.1% | -4.2% | +9.3% | +5.1% |
| 3M | +5.4% | -3.7% | +9.1% | +5.8% |
| 6M | +26.0% | -24.5% | +50.5% | +26.9% |
| YTD | +23.7% | -49.3% | +73.0% | +21.2% |
| 1Y | +34.4% | -58.7% | +93.0% | +25.4% |
| All | +34.4% | -58.8% | +93.2% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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