+913.8%
NVDA vs MDB
-26.9%
+940.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.4% | -0.9% |
| 7D | +3.8% | -18.0% | +21.8% | +10.2% |
| 30D | +0.8% | -10.7% | +11.5% | +3.5% |
| 3M | +8.2% | +1.0% | +7.2% | +5.5% |
| 6M | +27.1% | +31.6% | -4.5% | +11.0% |
| YTD | +21.2% | -15.2% | +36.4% | +20.3% |
| 1Y | +34.3% | +10.1% | +24.2% | +19.6% |
| 3Y | +396.3% | -5.6% | +401.9% | +314.9% |
| 5Y | +913.8% | -24.5% | +938.3% | +725.6% |
| All | +913.8% | -26.9% | +940.7% | +725.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling