+475.8%
NVDA vs ESI
+39.6%
+436.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -5.0% |
| 7D | -18.3% | -6.6% | -11.7% | -14.5% |
| 30D | -26.3% | -9.8% | -16.5% | -21.3% |
| 3M | -22.3% | -11.9% | -10.4% | -16.2% |
| 6M | -21.3% | -25.1% | +3.7% | -7.7% |
| YTD | -9.2% | +31.9% | -41.1% | -33.9% |
| 1Y | -14.9% | +19.2% | -34.1% | -33.3% |
| 3Y | +250.5% | +76.2% | +174.3% | +75.7% |
| 5Y | +475.8% | +39.4% | +436.4% | +269.8% |
| All | +475.8% | +39.6% | +436.3% | +269.8% |
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