+911.9%
NVDA vs BBWI
-68.8%
+980.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | +0.8% |
| 7D | -0.3% | -4.4% | +4.1% | +0.9% |
| 30D | +2.8% | -7.4% | +10.2% | +4.3% |
| 3M | +7.4% | -2.2% | +9.7% | +6.2% |
| 6M | +22.6% | -16.3% | +38.9% | +25.0% |
| YTD | +20.1% | -9.1% | +29.2% | +17.9% |
| 1Y | +31.2% | -34.5% | +65.7% | +41.4% |
| 3Y | +391.7% | -47.0% | +438.7% | +423.2% |
| 5Y | +911.9% | -68.8% | +980.7% | +1,514.9% |
| All | +911.9% | -68.8% | +980.7% | +1,514.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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