+281.7%
NVDA vs MDB
-12.1%
+293.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.6% | -8.9% | -5.3% |
| 7D | -11.6% | -0.9% | -10.6% | -11.4% |
| 30D | -22.1% | -15.2% | -6.9% | -19.4% |
| 3M | -20.1% | -17.9% | -2.2% | -18.1% |
| 6M | -16.8% | +9.3% | -26.1% | -21.0% |
| YTD | -4.0% | -22.0% | +18.0% | -3.0% |
| 1Y | -4.8% | -9.3% | +4.5% | -8.1% |
| 3Y | +281.7% | -10.4% | +292.1% | +254.7% |
| All | +281.7% | -12.1% | +293.8% | +254.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 3y: compounded portfolio wealth divided by compounded MDB 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…
3y analysis · Full analysis span regression · 6 months rolling