+613,227.2%
NVDA vs EXC
+773.3%
+612,453.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.2% |
| 7D | +5.9% | +0.3% | +5.6% | +5.8% |
| 30D | +5.1% | -3.7% | +8.8% | +6.4% |
| 3M | +5.4% | -1.3% | +6.6% | +5.4% |
| 6M | +26.0% | -9.7% | +35.7% | +29.7% |
| YTD | +23.7% | +2.9% | +20.8% | +21.2% |
| 1Y | +34.4% | +4.4% | +30.0% | +30.5% |
| 3Y | +375.8% | +22.2% | +353.6% | +319.6% |
| 5Y | +911.8% | +46.7% | +865.0% | +724.9% |
| 10Y | +14,899.8% | +155.3% | +14,744.4% | +9,598.4% |
| All | +613,227.2% | +773.3% | +612,453.9% | +512,863.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 all: compounded portfolio wealth divided by compounded EXC 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…
all analysis · Full analysis span regression · 6 months rolling