+476,136.5%
NVDA vs MSI
+840.7%
+475,295.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.6% | -6.9% | -5.8% |
| 7D | -11.6% | +8.3% | -19.9% | -16.0% |
| 30D | -22.1% | +18.9% | -40.9% | -29.9% |
| 3M | -20.1% | +13.2% | -33.3% | -26.4% |
| 6M | -16.8% | +38.3% | -55.0% | -32.3% |
| YTD | -4.0% | +38.9% | -42.8% | -23.4% |
| 1Y | -4.8% | +36.7% | -41.5% | -23.4% |
| 3Y | +281.7% | +76.6% | +205.1% | +161.9% |
| 5Y | +485.4% | +124.5% | +360.9% | +256.3% |
| 10Y | +10,310.1% | +674.5% | +9,635.6% | +2,950.8% |
| All | +476,136.5% | +840.7% | +475,295.9% | +91,948.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling