+911.9%
NVDA vs BE
+1,217.4%
-305.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.4% |
| 7D | -0.3% | +23.9% | -24.3% | -4.6% |
| 30D | +2.8% | +27.8% | -25.0% | -2.5% |
| 3M | +7.4% | +3.7% | +3.7% | +3.3% |
| 6M | +22.6% | +78.0% | -55.3% | +2.4% |
| YTD | +20.1% | +209.9% | -189.8% | -12.7% |
| 1Y | +31.2% | +389.6% | -358.4% | -17.7% |
| 3Y | +391.7% | +1,730.6% | -1,338.9% | +94.4% |
| 5Y | +911.9% | +1,227.8% | -315.9% | +309.2% |
| All | +911.9% | +1,217.4% | -305.5% | +309.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling