+508.6%
NVDA vs MA
+93.2%
+415.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.1% |
| 7D | -8.8% | +2.3% | -11.1% | -10.5% |
| 30D | -21.4% | +14.7% | -36.1% | -29.5% |
| 3M | -14.7% | +13.5% | -28.2% | -23.3% |
| 6M | -10.0% | +33.1% | -43.1% | -29.9% |
| YTD | +0.3% | +15.1% | -14.8% | -12.6% |
| 1Y | -0.5% | +18.7% | -19.3% | -16.3% |
| 3Y | +309.2% | +72.1% | +237.1% | +120.9% |
| All | +508.6% | +93.2% | +415.3% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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