+508.6%
NVDA vs CB
+101.1%
+407.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.6% | +2.8% |
| 7D | -8.8% | +0.2% | -9.0% | -8.8% |
| 30D | -21.4% | +9.1% | -30.5% | -21.8% |
| 3M | -14.7% | +3.4% | -18.1% | -14.8% |
| 6M | -10.0% | +14.1% | -24.1% | -11.2% |
| YTD | +0.3% | +18.0% | -17.7% | -1.8% |
| 1Y | -0.5% | +30.1% | -30.7% | -4.6% |
| 3Y | +309.2% | +71.8% | +237.4% | +235.2% |
| All | +508.6% | +101.1% | +407.4% | +347.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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