+921.2%
NVDA vs EMR
+62.6%
+858.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.7% |
| 7D | +3.8% | +3.1% | +0.8% | +1.5% |
| 30D | +0.8% | -3.5% | +4.3% | +3.2% |
| 3M | +8.2% | +9.8% | -1.6% | 0.0% |
| 6M | +27.1% | +10.8% | +16.3% | +15.3% |
| YTD | +21.2% | +15.9% | +5.2% | +3.6% |
| 1Y | +34.3% | +16.4% | +17.9% | +13.5% |
| 3Y | +396.3% | +62.1% | +334.2% | +202.7% |
| All | +921.2% | +62.6% | +858.6% | +501.9% |
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