+66,522.7%
NVDA vs NWSA
+127.4%
+66,395.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.8% |
| 7D | +5.9% | -1.9% | +7.8% | +6.9% |
| 30D | +5.1% | +4.6% | +0.5% | +2.4% |
| 3M | +5.4% | +13.2% | -7.9% | -2.5% |
| 6M | +26.0% | +27.0% | -1.0% | +9.4% |
| YTD | +23.7% | +16.8% | +6.8% | +11.4% |
| 1Y | +34.4% | +4.5% | +29.9% | +27.6% |
| 3Y | +375.8% | +46.2% | +329.6% | +274.2% |
| 5Y | +911.8% | +40.9% | +870.8% | +707.3% |
| 10Y | +14,899.8% | +145.1% | +14,754.7% | +8,534.3% |
| All | +66,522.7% | +127.4% | +66,395.3% | +38,534.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 all: compounded portfolio wealth divided by compounded NWSA 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…
all analysis · Full analysis span regression · 6 months rolling