+508.6%
NVDA vs D
+12.5%
+496.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +2.6% |
| 7D | -8.8% | +3.0% | -11.8% | -8.4% |
| 30D | -21.4% | +11.5% | -32.9% | -20.4% |
| 3M | -14.7% | +3.7% | -18.4% | -14.2% |
| 6M | -10.0% | +13.5% | -23.5% | -8.6% |
| YTD | +0.3% | +20.7% | -20.4% | +2.5% |
| 1Y | -0.5% | +18.2% | -18.8% | +1.5% |
| 3Y | +309.2% | +73.3% | +235.9% | +311.1% |
| All | +508.6% | +12.5% | +496.1% | +595.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling