+911.9%
NVDA vs O
+12.6%
+899.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.7% |
| 7D | -0.3% | -2.3% | +1.9% | 0.0% |
| 30D | +2.8% | -2.4% | +5.3% | +3.1% |
| 3M | +7.4% | -0.6% | +8.0% | +7.3% |
| 6M | +22.6% | -5.0% | +27.6% | +23.3% |
| YTD | +20.1% | +10.4% | +9.7% | +16.8% |
| 1Y | +31.2% | +6.6% | +24.6% | +28.4% |
| 3Y | +391.7% | +28.4% | +363.3% | +334.2% |
| 5Y | +911.9% | +15.3% | +896.6% | +874.1% |
| All | +911.9% | +12.6% | +899.3% | +874.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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