+913.8%
NVDA vs PEP
+5.3%
+908.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.0% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +0.8% | +0.7% | +0.1% | +0.8% |
| 3M | +8.2% | -0.5% | +8.7% | +8.3% |
| 6M | +27.1% | -11.3% | +38.4% | +27.1% |
| YTD | +21.2% | -0.6% | +21.8% | +21.0% |
| 1Y | +34.3% | +1.7% | +32.6% | +33.6% |
| 3Y | +396.3% | -12.5% | +408.7% | +401.2% |
| 5Y | +913.8% | +3.9% | +909.9% | +781.3% |
| All | +913.8% | +5.3% | +908.5% | +781.3% |
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