+632.6%
NVDA vs FGI
-74.8%
+707.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -25.2% | +23.2% | -1.7% |
| 7D | -12.7% | -14.4% | +1.7% | -12.6% |
| 30D | -26.4% | -11.8% | -14.6% | -26.3% |
| 3M | -27.6% | -46.2% | +18.6% | -27.3% |
| 6M | -27.7% | +5.2% | -32.9% | -28.4% |
| YTD | -12.5% | +10.5% | -23.0% | -14.1% |
| 1Y | -12.6% | +25.5% | -38.1% | -14.6% |
| 3Y | +235.9% | -16.0% | +251.9% | +226.4% |
| All | +632.6% | -74.8% | +707.4% | +677.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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