+14,572.5%
NVDA vs AR
+45.1%
+14,527.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.9% |
| 7D | +3.8% | -1.8% | +5.6% | +4.1% |
| 30D | +0.8% | +12.6% | -11.8% | -0.9% |
| 3M | +8.2% | +10.0% | -1.8% | +6.5% |
| 6M | +27.1% | +0.6% | +26.5% | +26.2% |
| YTD | +21.2% | +13.4% | +7.8% | +18.1% |
| 1Y | +34.3% | +21.7% | +12.6% | +29.2% |
| 3Y | +396.3% | +45.8% | +350.4% | +364.2% |
| 5Y | +913.8% | +144.3% | +769.5% | +793.5% |
| 10Y | +14,572.5% | +41.8% | +14,530.7% | +14,425.6% |
| All | +14,572.5% | +45.1% | +14,527.4% | +14,425.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling