+913.8%
NVDA vs FDS
-20.4%
+934.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.3% | -0.6% |
| 7D | +3.8% | -5.4% | +9.2% | +5.6% |
| 30D | +0.8% | +1.6% | -0.8% | 0.0% |
| 3M | +8.2% | +17.7% | -9.5% | +0.6% |
| 6M | +27.1% | +29.1% | -2.0% | +11.9% |
| YTD | +21.2% | +1.0% | +20.2% | +20.8% |
| 1Y | +34.3% | -21.6% | +55.9% | +55.7% |
| 3Y | +396.3% | -30.1% | +426.4% | +489.7% |
| 5Y | +913.8% | -20.7% | +934.5% | +1,207.6% |
| All | +913.8% | -20.4% | +934.2% | +1,207.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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