+913.8%
NVDA vs MSI
+100.4%
+813.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.2% |
| 7D | +3.8% | -5.8% | +9.6% | +8.2% |
| 30D | +0.8% | -1.0% | +1.8% | +1.1% |
| 3M | +8.2% | +14.2% | -6.0% | -3.4% |
| 6M | +27.1% | +1.0% | +26.0% | +23.2% |
| YTD | +21.2% | +21.5% | -0.3% | -1.2% |
| 1Y | +34.3% | -2.1% | +36.4% | +32.2% |
| 3Y | +396.3% | +69.3% | +326.9% | +167.7% |
| 5Y | +913.8% | +99.3% | +814.5% | +335.9% |
| All | +913.8% | +100.4% | +813.4% | +335.9% |
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