+913.8%
NVDA vs A
-14.2%
+928.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.6% | -0.5% |
| 7D | +3.8% | -2.1% | +5.9% | +5.0% |
| 30D | +0.8% | +0.6% | +0.2% | +0.4% |
| 3M | +8.2% | +10.9% | -2.7% | +1.5% |
| 6M | +27.1% | +28.2% | -1.1% | +7.6% |
| YTD | +21.2% | +8.6% | +12.6% | +13.4% |
| 1Y | +34.3% | +15.5% | +18.8% | +18.9% |
| 3Y | +396.3% | +31.8% | +364.4% | +264.5% |
| 5Y | +913.8% | -14.9% | +928.7% | +1,066.3% |
| All | +913.8% | -14.2% | +928.0% | +1,066.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling