+15,200.7%
NVDA vs CAT
+1,125.3%
+14,075.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.4% |
| 7D | -0.3% | +2.9% | -3.3% | -2.0% |
| 30D | +2.8% | -2.6% | +5.4% | +4.3% |
| 3M | +7.4% | -10.7% | +18.1% | +13.3% |
| 6M | +22.6% | +16.1% | +6.5% | +9.2% |
| YTD | +20.1% | +43.2% | -23.2% | -6.4% |
| 1Y | +31.2% | +96.8% | -65.7% | -16.6% |
| 3Y | +391.7% | +201.4% | +190.4% | +138.6% |
| 5Y | +911.9% | +332.7% | +579.2% | +286.8% |
| 10Y | +15,200.7% | +1,157.1% | +14,043.6% | +3,320.0% |
| All | +15,200.7% | +1,125.3% | +14,075.4% | +3,320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CAT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling