+281.7%
NVDA vs MSI
+76.3%
+205.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.6% | -6.9% | -5.0% |
| 7D | -11.6% | +8.3% | -19.9% | -13.9% |
| 30D | -22.1% | +18.9% | -40.9% | -26.5% |
| 3M | -20.1% | +13.2% | -33.3% | -23.6% |
| 6M | -16.8% | +38.3% | -55.0% | -26.9% |
| YTD | -4.0% | +38.9% | -42.8% | -18.7% |
| 1Y | -4.8% | +36.7% | -41.5% | -18.6% |
| 3Y | +281.7% | +76.6% | +205.1% | +154.3% |
| All | +281.7% | +76.3% | +205.4% | +154.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling