+911.9%
NVDA vs DIA
+63.0%
+848.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | +0.4% |
| 7D | -0.3% | -1.2% | +0.9% | +1.9% |
| 30D | +2.8% | -2.7% | +5.5% | +7.8% |
| 3M | +7.4% | +3.3% | +4.2% | +1.3% |
| 6M | +22.6% | +10.4% | +12.2% | +2.4% |
| YTD | +20.1% | +10.0% | +10.1% | +0.9% |
| 1Y | +31.2% | +16.2% | +15.0% | -0.8% |
| 3Y | +391.7% | +58.7% | +333.0% | +97.7% |
| 5Y | +911.9% | +63.6% | +848.3% | +320.2% |
| All | +911.9% | +63.0% | +848.9% | +320.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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