+10,310.1%
NVDA vs D
+42.1%
+10,267.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -4.2% |
| 7D | -11.6% | +0.8% | -12.3% | -11.7% |
| 30D | -22.1% | +10.7% | -32.8% | -23.3% |
| 3M | -20.1% | +2.3% | -22.4% | -20.5% |
| 6M | -16.8% | +12.5% | -29.3% | -18.6% |
| YTD | -4.0% | +20.1% | -24.1% | -7.3% |
| 1Y | -4.8% | +15.6% | -20.4% | -7.6% |
| 3Y | +281.7% | +75.2% | +206.5% | +226.5% |
| 5Y | +485.4% | +14.6% | +470.8% | +469.6% |
| 10Y | +10,310.1% | +43.8% | +10,266.3% | +10,112.3% |
| All | +10,310.1% | +42.1% | +10,267.9% | +10,112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling