+913.8%
NVDA vs B
+154.3%
+759.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.7% |
| 7D | +3.8% | +2.3% | +1.5% | +3.3% |
| 30D | +0.8% | +1.4% | -0.6% | +0.4% |
| 3M | +8.2% | +12.2% | -4.0% | +5.5% |
| 6M | +27.1% | -2.1% | +29.2% | +26.5% |
| YTD | +21.2% | +2.9% | +18.2% | +19.0% |
| 1Y | +34.3% | +55.3% | -21.0% | +22.1% |
| 3Y | +396.3% | +198.7% | +197.6% | +298.3% |
| 5Y | +913.8% | +153.8% | +760.0% | +695.1% |
| All | +913.8% | +154.3% | +759.5% | +695.1% |
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