+76,188.8%
NVDA vs FIVE
+868.1%
+75,320.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.3% | -0.7% |
| 7D | +5.9% | +4.3% | +1.6% | +4.5% |
| 30D | +5.1% | +12.5% | -7.4% | +0.8% |
| 3M | +5.4% | +31.2% | -25.9% | -3.9% |
| 6M | +26.0% | +14.4% | +11.6% | +18.5% |
| YTD | +23.7% | +33.9% | -10.2% | +10.5% |
| 1Y | +34.4% | +65.1% | -30.7% | +11.7% |
| 3Y | +375.8% | +49.0% | +326.8% | +273.9% |
| 5Y | +911.8% | +30.3% | +881.5% | +717.5% |
| 10Y | +14,899.8% | +481.1% | +14,418.7% | +8,111.4% |
| All | +76,188.8% | +868.1% | +75,320.7% | +39,268.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling