+7,999.2%
NVDA vs BEN
+58.0%
+7,941.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.7% |
| 7D | -8.5% | +11.3% | -19.8% | -13.5% |
| 30D | -27.3% | +15.0% | -42.3% | -32.4% |
| 3M | -25.8% | +7.8% | -33.6% | -28.8% |
| 6M | -24.6% | +15.5% | -40.1% | -30.4% |
| YTD | -10.7% | +55.4% | -66.1% | -29.5% |
| 1Y | -14.0% | +63.3% | -77.3% | -33.9% |
| 3Y | +244.9% | +83.4% | +161.4% | +136.4% |
| 5Y | +449.3% | +28.1% | +421.2% | +350.5% |
| All | +7,999.2% | +58.0% | +7,941.2% | +5,973.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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