+444.8%
NVDA vs BEN
+28.2%
+416.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.3% |
| 7D | -12.7% | +6.8% | -19.5% | -16.5% |
| 30D | -26.4% | +18.0% | -44.4% | -33.8% |
| 3M | -27.6% | +7.5% | -35.1% | -31.2% |
| 6M | -27.7% | +14.7% | -42.4% | -34.3% |
| YTD | -12.5% | +56.1% | -68.6% | -35.4% |
| 1Y | -12.6% | +69.6% | -82.2% | -39.1% |
| 3Y | +235.9% | +87.7% | +148.3% | +93.4% |
| All | +444.8% | +28.2% | +416.5% | +345.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling