+875.7%
NVDA vs MDY
+43.9%
+831.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.3% | -0.9% |
| 7D | -4.3% | -2.5% | -1.8% | -0.8% |
| 30D | +0.5% | -5.0% | +5.6% | +8.3% |
| 3M | +9.1% | +0.5% | +8.6% | +8.4% |
| 6M | +18.5% | +8.0% | +10.5% | +6.1% |
| YTD | +17.4% | +12.2% | +5.2% | -0.7% |
| 1Y | +23.4% | +14.0% | +9.5% | +1.5% |
| 3Y | +380.6% | +48.2% | +332.4% | +157.7% |
| 5Y | +875.7% | +46.1% | +829.7% | +479.1% |
| All | +875.7% | +43.9% | +831.8% | +479.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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