+384.8%
NVDA vs NVT
+178.0%
+206.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.1% | -1.0% |
| 7D | -4.3% | +2.0% | -6.3% | -5.6% |
| 30D | +0.5% | -7.2% | +7.7% | +4.4% |
| 3M | +9.1% | -0.9% | +10.0% | +7.7% |
| 6M | +18.5% | +42.6% | -24.1% | -8.8% |
| YTD | +17.4% | +52.9% | -35.5% | -14.8% |
| 1Y | +23.4% | +64.5% | -41.0% | -15.8% |
| All | +384.8% | +178.0% | +206.8% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling