+889.8%
NVDA vs PBR
+552.2%
+337.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -5.1% | +5.4% | -10.5% | -5.9% |
| 30D | -2.5% | +22.9% | -25.3% | -5.4% |
| 3M | +6.7% | +19.6% | -13.0% | +3.7% |
| 6M | +17.6% | +16.5% | +1.1% | +14.2% |
| YTD | +17.3% | +86.7% | -69.3% | +5.5% |
| 1Y | +23.5% | +74.7% | -51.2% | +12.0% |
| 3Y | +384.6% | +102.6% | +282.0% | +327.3% |
| All | +889.8% | +552.2% | +337.6% | +663.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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