+911.9%
NVDA vs FTV
+1.8%
+910.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | +0.1% |
| 7D | -0.3% | -1.3% | +0.9% | +0.7% |
| 30D | +2.8% | -9.5% | +12.3% | +11.0% |
| 3M | +7.4% | -10.9% | +18.3% | +16.5% |
| 6M | +22.6% | -0.6% | +23.2% | +20.5% |
| YTD | +20.1% | +1.4% | +18.7% | +12.8% |
| 1Y | +31.2% | +17.6% | +13.5% | +5.3% |
| 3Y | +391.7% | -3.3% | +395.0% | +365.8% |
| 5Y | +911.9% | -0.1% | +912.0% | +770.8% |
| All | +911.9% | +1.8% | +910.0% | +770.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 5y: compounded portfolio wealth divided by compounded FTV 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…
5y analysis · Full analysis span regression · 6 months rolling