+875.7%
NVDA vs HBM
+336.0%
+539.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.5% | +5.3% | +0.2% |
| 7D | -4.3% | -3.7% | -0.6% | -3.3% |
| 30D | +0.5% | -3.7% | +4.2% | +1.3% |
| 3M | +9.1% | +8.0% | +1.1% | +4.8% |
| 6M | +18.5% | +15.8% | +2.7% | +9.8% |
| YTD | +17.4% | +34.4% | -17.0% | +1.2% |
| 1Y | +23.4% | +98.2% | -74.7% | -8.0% |
| 3Y | +380.6% | +476.6% | -96.0% | +130.8% |
| 5Y | +875.7% | +331.1% | +544.6% | +420.0% |
| All | +875.7% | +336.0% | +539.7% | +420.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling