+14,546.7%
NVDA vs NRG
+1,083.9%
+13,462.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.7% |
| 7D | -5.1% | -4.7% | -0.5% | -3.4% |
| 30D | -2.5% | -6.0% | +3.5% | -0.5% |
| 3M | +6.7% | -8.0% | +14.6% | +8.1% |
| 6M | +17.6% | -23.2% | +40.8% | +26.3% |
| YTD | +17.3% | -28.1% | +45.4% | +28.4% |
| 1Y | +23.5% | -27.3% | +50.8% | +33.9% |
| 3Y | +384.6% | +208.7% | +176.0% | +189.4% |
| 5Y | +875.4% | +197.7% | +677.8% | +480.7% |
| All | +14,546.7% | +1,083.9% | +13,462.8% | +6,792.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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