+508.6%
NVDA vs META
+78.8%
+429.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +1.9% | +2.3% |
| 7D | -8.8% | -0.8% | -8.0% | -8.3% |
| 30D | -21.4% | -15.4% | -6.0% | -14.0% |
| 3M | -14.7% | +3.5% | -18.2% | -17.7% |
| 6M | -10.0% | -0.3% | -9.7% | -13.0% |
| YTD | +0.3% | -7.3% | +7.6% | +0.2% |
| 1Y | -0.5% | -1.1% | +0.6% | -4.7% |
| 3Y | +309.2% | +95.1% | +214.1% | +157.7% |
| All | +508.6% | +78.8% | +429.7% | +270.6% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 META 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