+911.9%
NVDA vs MTB
+103.4%
+808.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | -0.3% | +1.1% | -1.4% | -0.7% |
| 30D | +2.8% | -4.6% | +7.4% | +4.5% |
| 3M | +7.4% | +6.3% | +1.2% | +4.8% |
| 6M | +22.6% | +15.6% | +7.0% | +15.6% |
| YTD | +20.1% | +20.6% | -0.5% | +11.3% |
| 1Y | +31.2% | +22.5% | +8.6% | +20.4% |
| 3Y | +391.7% | +114.4% | +277.3% | +257.8% |
| 5Y | +911.9% | +101.9% | +810.0% | +721.1% |
| All | +911.9% | +103.4% | +808.5% | +721.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling