+913.8%
NVDA vs HD
+8.2%
+905.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -0.6% |
| 7D | +3.8% | -1.2% | +5.0% | +4.6% |
| 30D | +0.8% | -11.1% | +11.9% | +8.1% |
| 3M | +8.2% | +2.0% | +6.2% | +5.5% |
| 6M | +27.1% | -10.5% | +37.5% | +34.4% |
| YTD | +21.2% | -6.9% | +28.0% | +23.6% |
| 1Y | +34.3% | -23.2% | +57.5% | +56.7% |
| 3Y | +396.3% | +3.1% | +393.2% | +330.0% |
| 5Y | +913.8% | +7.4% | +906.4% | +766.0% |
| All | +913.8% | +8.2% | +905.5% | +766.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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