+3,409.4%
NVDA vs BE
+1,374.6%
+2,034.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.7% | -6.7% | -1.2% |
| 7D | -5.1% | +9.0% | -14.2% | -6.7% |
| 30D | -2.5% | +16.3% | -18.8% | -5.4% |
| 3M | +6.7% | +10.8% | -4.1% | +1.8% |
| 6M | +17.6% | +73.2% | -55.6% | +1.0% |
| YTD | +17.3% | +217.4% | -200.0% | -11.4% |
| 1Y | +23.5% | +309.8% | -286.3% | -14.0% |
| 3Y | +384.6% | +1,726.2% | -1,341.5% | +126.6% |
| 5Y | +875.4% | +1,306.2% | -430.8% | +361.8% |
| All | +3,409.4% | +1,374.6% | +2,034.8% | +1,176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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