+508.6%
NVDA vs CI
+49.9%
+458.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.6% | +5.4% | +2.9% |
| 7D | -8.8% | -1.6% | -7.2% | -8.7% |
| 30D | -21.4% | +5.4% | -26.8% | -21.6% |
| 3M | -14.7% | +7.3% | -21.9% | -15.0% |
| 6M | -10.0% | +5.3% | -15.3% | -10.3% |
| YTD | +0.3% | +8.5% | -8.2% | -0.3% |
| 1Y | -0.5% | +17.1% | -17.6% | -1.7% |
| 3Y | +309.2% | +1.4% | +307.8% | +300.2% |
| All | +508.6% | +49.9% | +458.7% | +398.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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