+436.4%
NVDA vs NU
+17.5%
+418.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +11.7% | -13.8% | -6.0% |
| 7D | -12.7% | +9.9% | -22.6% | -15.8% |
| 30D | -26.4% | -11.5% | -15.0% | -24.2% |
| 3M | -27.6% | -5.1% | -22.5% | -28.1% |
| 6M | -27.7% | +3.1% | -30.8% | -30.8% |
| YTD | -12.5% | -21.0% | +8.6% | -8.3% |
| 1Y | -12.6% | -15.2% | +2.6% | -11.0% |
| 3Y | +235.9% | +56.4% | +179.5% | +167.3% |
| All | +436.4% | +17.5% | +418.9% | +286.9% |
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