+14,551.4%
NVDA vs MTB
+172.9%
+14,378.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -4.3% | -0.4% | -3.9% | -4.2% |
| 30D | +0.5% | -4.6% | +5.1% | +2.0% |
| 3M | +9.1% | +7.4% | +1.6% | +6.2% |
| 6M | +18.5% | +18.7% | -0.2% | +11.3% |
| YTD | +17.4% | +21.1% | -3.7% | +9.4% |
| 1Y | +23.4% | +24.1% | -0.6% | +13.8% |
| 3Y | +380.6% | +115.3% | +265.2% | +261.7% |
| 5Y | +875.7% | +106.0% | +769.7% | +642.3% |
| All | +14,551.4% | +172.9% | +14,378.5% | +9,973.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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