+7,999.2%
NVDA vs FIVE
+505.3%
+7,493.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.8% |
| 7D | -8.5% | +2.4% | -10.9% | -9.4% |
| 30D | -27.3% | +15.8% | -43.1% | -31.2% |
| 3M | -25.8% | +3.8% | -29.5% | -27.5% |
| 6M | -24.6% | +18.5% | -43.1% | -30.5% |
| YTD | -10.7% | +31.2% | -41.9% | -21.5% |
| 1Y | -14.0% | +61.8% | -75.9% | -30.3% |
| 3Y | +244.9% | +39.9% | +205.0% | +167.3% |
| 5Y | +449.3% | +18.3% | +431.0% | +342.0% |
| All | +7,999.2% | +505.3% | +7,493.9% | +4,370.9% |
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