+485.4%
NVDA vs PEP
+2.8%
+482.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.2% |
| 7D | -11.6% | +1.0% | -12.6% | -11.4% |
| 30D | -22.1% | +12.6% | -34.7% | -21.1% |
| 3M | -20.1% | +3.1% | -23.3% | -19.7% |
| 6M | -16.8% | -6.3% | -10.5% | -16.4% |
| YTD | -4.0% | +1.9% | -5.8% | -3.6% |
| 1Y | -4.8% | +3.3% | -8.1% | -4.5% |
| 3Y | +281.7% | -4.8% | +286.5% | +271.2% |
| 5Y | +485.4% | +2.0% | +483.3% | +449.9% |
| All | +485.4% | +2.8% | +482.6% | +449.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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