+15,200.7%
NVDA vs FIVE
+486.0%
+14,714.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | +0.1% |
| 7D | -0.3% | +1.7% | -2.0% | -1.0% |
| 30D | +2.8% | +5.0% | -2.2% | +0.6% |
| 3M | +7.4% | +29.5% | -22.1% | -2.9% |
| 6M | +22.6% | +12.4% | +10.2% | +14.8% |
| YTD | +20.1% | +31.2% | -11.1% | +6.1% |
| 1Y | +31.2% | +72.9% | -41.7% | +4.1% |
| 3Y | +391.7% | +53.0% | +338.7% | +266.9% |
| 5Y | +911.9% | +34.2% | +877.7% | +680.2% |
| 10Y | +15,200.7% | +497.6% | +14,703.1% | +7,546.4% |
| All | +15,200.7% | +486.0% | +14,714.7% | +7,546.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling