+235.9%
NVDA vs HBM
+424.8%
-188.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.7% |
| 7D | -12.7% | +2.2% | -15.0% | -13.5% |
| 30D | -26.4% | -11.8% | -14.6% | -23.7% |
| 3M | -27.6% | -19.2% | -8.4% | -23.3% |
| 6M | -27.7% | -22.9% | -4.8% | -23.3% |
| YTD | -12.5% | +7.8% | -20.3% | -19.0% |
| 1Y | -12.6% | +34.9% | -47.6% | -25.5% |
| 3Y | +235.9% | +422.2% | -186.3% | +96.1% |
| All | +235.9% | +424.8% | -188.8% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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