+14,551.4%
NVDA vs PH
+804.8%
+13,746.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.2% |
| 7D | -4.3% | -3.1% | -1.2% | -2.2% |
| 30D | +0.5% | -11.8% | +12.3% | +9.0% |
| 3M | +9.1% | +6.9% | +2.1% | +3.5% |
| 6M | +18.5% | -1.3% | +19.7% | +17.9% |
| YTD | +17.4% | +7.0% | +10.4% | +10.1% |
| 1Y | +23.4% | +23.1% | +0.3% | +4.2% |
| 3Y | +380.6% | +135.4% | +245.2% | +157.9% |
| 5Y | +875.7% | +250.3% | +625.4% | +309.1% |
| All | +14,551.4% | +804.8% | +13,746.6% | +3,362.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling