+309.2%
NVDA vs FIVE
+34.8%
+274.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.8% |
| 7D | -8.8% | -0.3% | -8.5% | -8.8% |
| 30D | -21.4% | +17.7% | -39.1% | -23.7% |
| 3M | -14.7% | +4.0% | -18.6% | -15.6% |
| 6M | -10.0% | +2.6% | -12.6% | -11.3% |
| YTD | +0.3% | +27.6% | -27.3% | -5.6% |
| 1Y | -0.5% | +59.9% | -60.5% | -10.6% |
| 3Y | +309.2% | +35.8% | +273.4% | +217.8% |
| All | +309.2% | +34.8% | +274.3% | +217.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling