+508.6%
NVDA vs B
+134.6%
+374.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.2% | +2.7% |
| 7D | -8.8% | +9.6% | -18.4% | -10.6% |
| 30D | -21.4% | +3.5% | -24.9% | -22.1% |
| 3M | -14.7% | -1.6% | -13.1% | -14.7% |
| 6M | -10.0% | -1.7% | -8.3% | -10.3% |
| YTD | +0.3% | -5.3% | +5.6% | -0.1% |
| 1Y | -0.5% | +27.2% | -27.7% | -6.3% |
| 3Y | +309.2% | +166.1% | +143.1% | +232.6% |
| All | +508.6% | +134.6% | +374.0% | +397.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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