+444.8%
NVDA vs IT
-42.2%
+487.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.3% |
| 7D | -12.7% | +1.1% | -13.8% | -13.0% |
| 30D | -26.4% | -1.8% | -24.6% | -27.0% |
| 3M | -27.6% | +4.8% | -32.5% | -30.9% |
| 6M | -27.7% | +33.0% | -60.7% | -40.4% |
| YTD | -12.5% | -23.8% | +11.4% | -4.1% |
| 1Y | -12.6% | -16.5% | +3.9% | -10.5% |
| 3Y | +235.9% | -53.6% | +289.6% | +397.5% |
| All | +444.8% | -42.2% | +487.0% | +520.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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