+613,227.1%
NVDA vs BEN
+721.0%
+612,506.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | -1.2% |
| 7D | +5.9% | +0.2% | +5.7% | +5.7% |
| 30D | +5.1% | -0.5% | +5.6% | +5.3% |
| 3M | +5.4% | +9.7% | -4.4% | -0.6% |
| 6M | +26.0% | +33.9% | -7.9% | +5.3% |
| YTD | +23.7% | +49.0% | -25.3% | -3.2% |
| 1Y | +34.4% | +42.1% | -7.7% | +7.5% |
| 3Y | +375.8% | +51.9% | +323.9% | +246.1% |
| 5Y | +911.8% | +39.0% | +872.7% | +685.3% |
| 10Y | +14,899.8% | +57.9% | +14,841.9% | +9,342.5% |
| All | +613,227.1% | +721.0% | +612,506.0% | +154,057.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling