+874.6%
NVDA vs DOW
-36.0%
+910.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | -4.4% | -2.4% | -2.0% | -3.8% |
| 30D | +0.4% | -4.1% | +4.5% | +1.4% |
| 3M | +9.0% | -12.4% | +21.4% | +12.6% |
| 6M | +18.3% | -10.6% | +28.9% | +18.8% |
| YTD | +17.2% | +31.1% | -13.9% | +0.5% |
| 1Y | +23.3% | +30.5% | -7.2% | +4.4% |
| 3Y | +380.0% | -34.4% | +414.5% | +450.6% |
| 5Y | +874.6% | -35.5% | +910.1% | +1,030.0% |
| All | +874.6% | -36.0% | +910.6% | +1,030.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling