+399.1%
NVDA vs D
+63.9%
+335.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.7% |
| 7D | +5.9% | +1.5% | +4.4% | +6.3% |
| 30D | +5.1% | -2.6% | +7.7% | +4.3% |
| 3M | +5.4% | 0.0% | +5.3% | +5.5% |
| 6M | +26.0% | +7.4% | +18.7% | +28.9% |
| YTD | +23.7% | +15.9% | +7.8% | +29.5% |
| 1Y | +34.4% | +18.1% | +16.3% | +41.6% |
| All | +399.1% | +63.9% | +335.2% | +440.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling