+600,899.8%
NVDA vs HIG
+395.0%
+600,504.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.6% |
| 7D | +3.8% | -1.1% | +4.9% | +4.1% |
| 30D | +0.8% | -4.9% | +5.7% | +1.8% |
| 3M | +8.2% | +6.8% | +1.4% | +6.3% |
| 6M | +27.1% | -1.7% | +28.8% | +26.9% |
| YTD | +21.2% | -0.2% | +21.4% | +20.5% |
| 1Y | +34.3% | +5.7% | +28.6% | +31.4% |
| 3Y | +396.3% | +100.3% | +296.0% | +316.0% |
| 5Y | +913.8% | +118.5% | +795.3% | +735.0% |
| 10Y | +14,572.5% | +309.7% | +14,262.8% | +10,039.7% |
| All | +600,899.8% | +395.0% | +600,504.8% | +428,578.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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