-10.0%
NVDA vs FIVE
+63.1%
-73.2%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.6% | -9.9% | -4.7% |
| 7D | -11.6% | +6.2% | -17.8% | -11.9% |
| 30D | -22.1% | +18.2% | -40.2% | -23.0% |
| 3M | -20.1% | +3.8% | -24.0% | -20.4% |
| 6M | -16.8% | +13.7% | -30.5% | -18.5% |
| YTD | -4.0% | +34.7% | -38.7% | -10.1% |
| All | -10.0% | +63.1% | -73.2% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling