+14,890.9%
NVDA vs DRI
+352.8%
+14,538.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.3% |
| 7D | -0.3% | -4.8% | +4.5% | +1.4% |
| 30D | +2.8% | -3.9% | +6.7% | +4.0% |
| 3M | +7.4% | +5.1% | +2.4% | +4.8% |
| 6M | +22.6% | +5.5% | +17.1% | +18.8% |
| YTD | +20.1% | +16.5% | +3.6% | +11.6% |
| 1Y | +31.2% | +2.0% | +29.2% | +27.3% |
| 3Y | +391.7% | +54.5% | +337.2% | +295.6% |
| 5Y | +911.9% | +66.6% | +845.3% | +696.8% |
| All | +14,890.9% | +352.8% | +14,538.1% | +9,390.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling