+52,459.9%
NVDA vs FERG
+1,335.0%
+51,124.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.8% |
| 7D | +3.8% | +3.4% | +0.4% | +3.1% |
| 30D | +0.8% | -11.5% | +12.3% | +3.2% |
| 3M | +8.2% | +1.3% | +6.9% | +7.7% |
| 6M | +27.1% | -1.0% | +28.1% | +26.9% |
| YTD | +21.2% | +3.2% | +18.0% | +19.9% |
| 1Y | +34.3% | -3.0% | +37.3% | +34.1% |
| 3Y | +396.3% | +55.0% | +341.2% | +353.3% |
| 5Y | +913.8% | +72.6% | +841.1% | +803.1% |
| 10Y | +14,572.5% | +358.9% | +14,213.6% | +12,662.5% |
| All | +52,459.9% | +1,335.0% | +51,124.9% | +43,569.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 FERG 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