+911.9%
NVDA vs BB
-25.5%
+937.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.4% |
| 7D | -0.3% | +1.8% | -2.2% | -0.9% |
| 30D | +2.8% | -12.2% | +15.0% | +6.8% |
| 3M | +7.4% | -12.3% | +19.8% | +9.2% |
| 6M | +22.6% | +122.7% | -100.1% | -10.4% |
| YTD | +20.1% | +104.5% | -84.4% | -9.9% |
| 1Y | +31.2% | +106.7% | -75.5% | -3.2% |
| 3Y | +391.7% | +70.0% | +321.8% | +260.0% |
| 5Y | +911.9% | -27.8% | +939.7% | +861.7% |
| All | +911.9% | -25.5% | +937.4% | +861.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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