+890.1%
NVDA vs MCO
+26.6%
+863.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.1% |
| 7D | -4.3% | -7.3% | +3.0% | +1.2% |
| 30D | +0.5% | -1.7% | +2.2% | +1.2% |
| 3M | +9.1% | +3.9% | +5.2% | +3.7% |
| 6M | +18.5% | +3.8% | +14.6% | +11.6% |
| YTD | +17.4% | -7.9% | +25.3% | +20.2% |
| 1Y | +23.4% | -6.8% | +30.3% | +23.3% |
| 3Y | +380.6% | +40.9% | +339.6% | +197.2% |
| All | +890.1% | +26.6% | +863.5% | +577.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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