+934.6%
NVDA vs CI
+42.7%
+891.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.9% |
| 7D | +5.9% | +1.3% | +4.6% | +5.8% |
| 30D | +5.1% | +4.4% | +0.6% | +4.9% |
| 3M | +5.4% | +0.7% | +4.7% | +5.2% |
| 6M | +26.0% | +0.3% | +25.7% | +25.8% |
| YTD | +23.7% | +3.8% | +19.9% | +23.2% |
| 1Y | +34.4% | -5.5% | +39.9% | +34.5% |
| 3Y | +375.8% | +8.1% | +367.7% | +349.4% |
| All | +934.6% | +42.7% | +891.9% | +778.2% |
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