+635.9%
NVDA vs NU
+33.3%
+602.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | -0.1% |
| 7D | -0.3% | -2.6% | +2.3% | +0.6% |
| 30D | +2.8% | +8.2% | -5.4% | -0.5% |
| 3M | +7.4% | +26.3% | -18.8% | -2.0% |
| 6M | +22.6% | +2.2% | +20.4% | +20.2% |
| YTD | +20.1% | -10.4% | +30.5% | +22.9% |
| 1Y | +31.2% | -3.0% | +34.1% | +30.0% |
| 3Y | +391.7% | +120.3% | +271.5% | +254.6% |
| All | +635.9% | +33.3% | +602.6% | +418.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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