+889.8%
NVDA vs EQH
+102.2%
+787.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.9% |
| 7D | -5.1% | +0.7% | -5.9% | -5.6% |
| 30D | -2.5% | +2.8% | -5.3% | -4.3% |
| 3M | +6.7% | +23.1% | -16.4% | -7.0% |
| 6M | +17.6% | +41.4% | -23.8% | -7.5% |
| YTD | +17.3% | +14.3% | +3.1% | +5.3% |
| 1Y | +23.5% | +1.6% | +21.9% | +18.8% |
| 3Y | +384.6% | +102.7% | +281.9% | +161.3% |
| All | +889.8% | +102.2% | +787.5% | +458.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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