+449.3%
NVDA vs MTB
+61.4%
+387.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.2% | -4.3% |
| 7D | -8.5% | 0.0% | -8.5% | -8.5% |
| 30D | -27.3% | +0.8% | -28.1% | -27.5% |
| 3M | -25.8% | -12.8% | -13.0% | -21.9% |
| 6M | -24.6% | +6.7% | -31.3% | -26.9% |
| YTD | -10.7% | +11.3% | -22.0% | -15.3% |
| 1Y | -14.0% | +20.2% | -34.2% | -21.1% |
| 3Y | +244.9% | +103.8% | +141.1% | +147.9% |
| 5Y | +449.3% | +60.9% | +388.4% | +343.9% |
| All | +449.3% | +61.4% | +387.8% | +343.9% |
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