+911.9%
NVDA vs IT
-45.7%
+957.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.2% |
| 7D | -0.3% | -9.1% | +8.8% | +3.4% |
| 30D | +2.8% | -12.2% | +15.0% | +7.6% |
| 3M | +7.4% | +7.8% | -0.4% | -0.1% |
| 6M | +22.6% | +2.0% | +20.6% | +15.0% |
| YTD | +20.1% | -32.7% | +52.8% | +41.2% |
| 1Y | +31.2% | -31.1% | +62.3% | +48.4% |
| 3Y | +391.7% | -52.1% | +443.8% | +558.7% |
| 5Y | +911.9% | -46.3% | +958.2% | +1,081.1% |
| All | +911.9% | -45.7% | +957.6% | +1,081.1% |
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