+485.4%
NVDA vs BUD
+51.0%
+434.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.6% |
| 7D | -11.6% | +1.3% | -12.9% | -12.0% |
| 30D | -22.1% | +10.0% | -32.1% | -24.6% |
| 3M | -20.1% | +1.6% | -21.7% | -20.9% |
| 6M | -16.8% | +6.5% | -23.3% | -19.1% |
| YTD | -4.0% | +34.8% | -38.8% | -15.0% |
| 1Y | -4.8% | +36.5% | -41.3% | -16.3% |
| 3Y | +281.7% | +49.0% | +232.7% | +206.9% |
| 5Y | +485.4% | +51.7% | +433.7% | +343.3% |
| All | +485.4% | +51.0% | +434.4% | +343.3% |
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