+613,227.4%
NVDA vs D
+855.2%
+612,372.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.3% | +1.3% |
| 7D | +5.9% | +0.4% | +5.4% | +5.7% |
| 30D | +5.1% | -3.6% | +8.6% | +6.4% |
| 3M | +5.4% | -1.0% | +6.3% | +5.5% |
| 6M | +26.0% | +6.3% | +19.7% | +22.5% |
| YTD | +23.7% | +14.7% | +9.0% | +16.7% |
| 1Y | +34.4% | +16.9% | +17.4% | +25.3% |
| 3Y | +375.8% | +56.8% | +319.0% | +279.5% |
| 5Y | +911.8% | +5.2% | +906.6% | +836.2% |
| 10Y | +14,899.8% | +35.9% | +14,863.9% | +11,731.9% |
| All | +613,227.4% | +855.2% | +612,372.2% | +352,736.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling