+474.2%
NVDA vs EMR
+88.1%
+386.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.1% |
| 7D | -13.2% | -2.0% | -11.2% | -11.9% |
| 30D | -23.2% | +2.8% | -26.1% | -24.9% |
| 3M | -20.0% | +2.0% | -22.0% | -21.4% |
| 6M | -20.6% | +20.7% | -41.4% | -31.8% |
| YTD | -6.6% | +27.3% | -33.9% | -25.6% |
| 1Y | -9.8% | +31.0% | -40.8% | -30.1% |
| 3Y | +260.5% | +103.6% | +156.9% | +80.0% |
| 5Y | +474.2% | +88.6% | +385.6% | +209.9% |
| All | +474.2% | +88.1% | +386.1% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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