+889.8%
NVDA vs CMI
+164.8%
+725.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | -0.8% |
| 7D | -5.1% | -0.7% | -4.4% | -4.7% |
| 30D | -2.5% | -12.4% | +9.9% | +5.7% |
| 3M | +6.7% | -14.8% | +21.4% | +16.8% |
| 6M | +17.6% | +0.8% | +16.8% | +14.0% |
| YTD | +17.3% | +10.2% | +7.1% | +5.7% |
| 1Y | +23.5% | +37.4% | -13.9% | -5.6% |
| 3Y | +384.6% | +153.3% | +231.3% | +135.0% |
| All | +889.8% | +164.8% | +725.0% | +313.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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