+874.6%
NVDA vs ESI
+66.0%
+808.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.5% | +2.1% | +0.6% |
| 7D | -4.4% | -2.3% | -2.1% | -3.0% |
| 30D | +0.4% | -9.0% | +9.4% | +6.9% |
| 3M | +9.0% | -13.3% | +22.2% | +17.0% |
| 6M | +18.3% | +5.3% | +13.0% | +6.9% |
| YTD | +17.2% | +37.6% | -20.4% | -15.5% |
| 1Y | +23.3% | +33.6% | -10.3% | -10.5% |
| 3Y | +380.0% | +75.8% | +304.3% | +153.6% |
| 5Y | +874.6% | +68.6% | +806.0% | +461.4% |
| All | +874.6% | +66.0% | +808.6% | +461.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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