+14,551.4%
NVDA vs BEN
+56.7%
+14,494.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -0.9% | -1.6% |
| 7D | -4.3% | +0.3% | -4.6% | -4.5% |
| 30D | +0.5% | +0.9% | -0.4% | 0.0% |
| 3M | +9.1% | +9.2% | -0.1% | +4.1% |
| 6M | +18.5% | +36.8% | -18.3% | +1.0% |
| YTD | +17.4% | +44.4% | -27.0% | -2.9% |
| 1Y | +23.4% | +45.8% | -22.4% | +1.2% |
| 3Y | +380.6% | +52.5% | +328.1% | +267.6% |
| 5Y | +875.7% | +37.7% | +838.0% | +687.2% |
| All | +14,551.4% | +56.7% | +14,494.7% | +11,285.3% |
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