+581,741.6%
NVDA vs MCO
+5,101.7%
+576,640.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.9% |
| 7D | -5.1% | -3.8% | -1.4% | -3.1% |
| 30D | -2.5% | -0.4% | -2.1% | -2.6% |
| 3M | +6.7% | +7.7% | -1.1% | +1.1% |
| 6M | +17.6% | +7.0% | +10.6% | +11.2% |
| YTD | +17.3% | -6.4% | +23.7% | +18.2% |
| 1Y | +23.5% | -7.6% | +31.1% | +24.3% |
| 3Y | +384.6% | +43.2% | +341.4% | +278.0% |
| 5Y | +875.4% | +29.6% | +845.8% | +725.9% |
| 10Y | +14,849.4% | +389.2% | +14,460.2% | +6,517.8% |
| All | +581,741.6% | +5,101.7% | +576,640.0% | +78,130.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling