+15,200.7%
NVDA vs MSI
+593.5%
+14,607.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.5% |
| 7D | -0.3% | -4.0% | +3.6% | +2.4% |
| 30D | +2.8% | -0.5% | +3.3% | +2.8% |
| 3M | +7.4% | +11.4% | -4.0% | -1.4% |
| 6M | +22.6% | +1.0% | +21.6% | +18.9% |
| YTD | +20.1% | +20.7% | -0.6% | +1.4% |
| 1Y | +31.2% | -2.7% | +33.8% | +28.8% |
| 3Y | +391.7% | +68.2% | +323.5% | +215.1% |
| 5Y | +911.9% | +100.0% | +811.9% | +473.0% |
| 10Y | +15,200.7% | +596.9% | +14,603.8% | +3,717.8% |
| All | +15,200.7% | +593.5% | +14,607.2% | +3,717.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling