+442,871.5%
NVDA vs BEN
+756.4%
+442,115.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.6% |
| 7D | -8.5% | +11.3% | -19.8% | -14.3% |
| 30D | -27.3% | +15.0% | -42.3% | -33.2% |
| 3M | -25.8% | +7.8% | -33.6% | -29.4% |
| 6M | -24.6% | +15.5% | -40.1% | -31.3% |
| YTD | -10.7% | +55.4% | -66.1% | -32.1% |
| 1Y | -14.0% | +63.3% | -77.3% | -36.6% |
| 3Y | +244.9% | +83.4% | +161.4% | +124.1% |
| 5Y | +449.3% | +28.1% | +421.2% | +348.8% |
| 10Y | +7,600.6% | +59.1% | +7,541.5% | +4,767.8% |
| All | +442,871.5% | +756.4% | +442,115.1% | +108,004.1% |
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