+508.6%
NVDA vs C
+107.6%
+400.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.4% |
| 7D | -8.8% | -2.4% | -6.4% | -7.2% |
| 30D | -21.4% | -6.0% | -15.4% | -18.3% |
| 3M | -14.7% | -10.5% | -4.1% | -8.6% |
| 6M | -10.0% | -5.7% | -4.3% | -7.7% |
| YTD | +0.3% | +4.1% | -3.8% | -4.9% |
| 1Y | -0.5% | +20.5% | -21.0% | -15.1% |
| 3Y | +309.2% | +208.1% | +101.0% | +63.1% |
| All | +508.6% | +107.6% | +400.9% | +260.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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