+913.8%
NVDA vs BUD
+45.2%
+868.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | +3.8% | +0.8% | +3.1% | +3.6% |
| 30D | +0.8% | -4.8% | +5.6% | +2.2% |
| 3M | +8.2% | +1.4% | +6.8% | +7.3% |
| 6M | +27.1% | +9.9% | +17.2% | +22.4% |
| YTD | +21.2% | +26.3% | -5.2% | +10.5% |
| 1Y | +34.3% | +36.1% | -1.9% | +18.7% |
| 3Y | +396.3% | +48.6% | +347.7% | +297.3% |
| 5Y | +913.8% | +45.0% | +868.8% | +682.8% |
| All | +913.8% | +45.2% | +868.6% | +682.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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