+396.0%
NVDA vs DOW
-35.5%
+431.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -0.3% | -6.0% | +5.7% | +0.5% |
| 30D | +2.8% | -2.7% | +5.6% | +3.1% |
| 3M | +7.4% | -10.5% | +17.9% | +8.9% |
| 6M | +22.6% | -12.4% | +35.0% | +22.9% |
| YTD | +20.1% | +30.0% | -9.9% | +9.6% |
| 1Y | +31.2% | +27.8% | +3.4% | +19.5% |
| All | +396.0% | -35.5% | +431.5% | +408.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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