+384.6%
NVDA vs DHI
+21.1%
+363.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | -5.1% | -3.4% | -1.7% | -4.9% |
| 30D | -2.5% | -5.4% | +3.0% | -2.1% |
| 3M | +6.7% | -10.4% | +17.1% | +7.4% |
| 6M | +17.6% | -2.8% | +20.4% | +17.5% |
| YTD | +17.3% | -3.4% | +20.7% | +16.9% |
| 1Y | +23.5% | -22.9% | +46.4% | +25.9% |
| 3Y | +384.6% | +20.7% | +363.9% | +317.6% |
| All | +384.6% | +21.1% | +363.6% | +317.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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