+444.8%
NVDA vs D
+13.1%
+431.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -12.7% | -1.4% | -11.4% | -12.9% |
| 30D | -26.4% | +7.7% | -34.2% | -25.7% |
| 3M | -27.6% | -0.3% | -27.4% | -27.5% |
| 6M | -27.7% | +10.1% | -37.8% | -26.9% |
| YTD | -12.5% | +19.1% | -31.5% | -10.8% |
| 1Y | -12.6% | +15.9% | -28.5% | -11.1% |
| 3Y | +235.9% | +75.0% | +160.9% | +234.1% |
| All | +444.8% | +13.1% | +431.7% | +519.7% |
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