+875.7%
NVDA vs FISV
-57.7%
+933.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.8% | -2.4% |
| 7D | -4.3% | -7.2% | +2.9% | -2.5% |
| 30D | +0.5% | -7.2% | +7.7% | +2.2% |
| 3M | +9.1% | -8.2% | +17.2% | +10.2% |
| 6M | +18.5% | -17.7% | +36.2% | +23.0% |
| YTD | +17.4% | -27.2% | +44.5% | +25.7% |
| 1Y | +23.4% | -63.0% | +86.4% | +54.9% |
| 3Y | +380.6% | -59.8% | +440.3% | +376.1% |
| 5Y | +875.7% | -55.8% | +931.5% | +726.9% |
| All | +875.7% | -57.7% | +933.4% | +726.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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