+474.2%
NVDA vs BN
+33.2%
+441.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.6% | +3.5% |
| 7D | -13.2% | -2.4% | -10.8% | -11.5% |
| 30D | -23.2% | +13.5% | -36.8% | -31.4% |
| 3M | -20.0% | -5.9% | -14.1% | -16.9% |
| 6M | -20.6% | -8.9% | -11.7% | -15.6% |
| YTD | -6.6% | -7.9% | +1.2% | -3.4% |
| 1Y | -9.8% | -8.3% | -1.6% | -6.7% |
| 3Y | +260.5% | +100.8% | +159.7% | +73.4% |
| 5Y | +474.2% | +38.2% | +436.0% | +330.7% |
| All | +474.2% | +33.2% | +441.0% | +330.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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