+485.4%
NVDA vs MSI
+123.5%
+361.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.6% | -6.9% | -6.1% |
| 7D | -11.6% | +8.3% | -19.9% | -16.8% |
| 30D | -22.1% | +18.9% | -40.9% | -31.5% |
| 3M | -20.1% | +13.2% | -33.3% | -27.7% |
| 6M | -16.8% | +38.3% | -55.0% | -36.0% |
| YTD | -4.0% | +38.9% | -42.8% | -29.4% |
| 1Y | -4.8% | +36.7% | -41.5% | -29.1% |
| 3Y | +281.7% | +76.6% | +205.1% | +104.8% |
| 5Y | +485.4% | +124.5% | +360.9% | +125.1% |
| All | +485.4% | +123.5% | +361.8% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling