+913.8%
NVDA vs D
+8.5%
+905.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.0% |
| 7D | +3.8% | +0.8% | +3.0% | +3.9% |
| 30D | +0.8% | -0.7% | +1.5% | +0.7% |
| 3M | +8.2% | +2.1% | +6.1% | +8.5% |
| 6M | +27.1% | +6.8% | +20.3% | +28.1% |
| YTD | +21.2% | +16.5% | +4.6% | +23.1% |
| 1Y | +34.3% | +19.2% | +15.1% | +36.6% |
| 3Y | +396.3% | +61.9% | +334.4% | +399.9% |
| 5Y | +913.8% | +6.5% | +907.2% | +1,017.3% |
| All | +913.8% | +8.5% | +905.2% | +1,017.3% |
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 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