+485.4%
NVDA vs MDB
-43.2%
+528.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +4.6% | -8.9% | -5.8% |
| 7D | -11.6% | -0.9% | -10.6% | -11.3% |
| 30D | -22.1% | -15.2% | -6.9% | -18.1% |
| 3M | -20.1% | -17.9% | -2.2% | -17.2% |
| 6M | -16.8% | +9.3% | -26.1% | -23.4% |
| YTD | -4.0% | -22.0% | +18.0% | -3.8% |
| 1Y | -4.8% | -9.3% | +4.5% | -10.7% |
| 3Y | +281.7% | -10.4% | +292.1% | +220.4% |
| 5Y | +485.4% | -43.2% | +528.6% | +431.4% |
| All | +485.4% | -43.2% | +528.5% | +431.4% |
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