+911.9%
NVDA vs PM
+127.1%
+784.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | -0.3% | -1.2% | +0.9% | -0.4% |
| 30D | +2.8% | -0.2% | +3.0% | +2.8% |
| 3M | +7.4% | +4.9% | +2.5% | +7.5% |
| 6M | +22.6% | +9.0% | +13.6% | +22.7% |
| YTD | +20.1% | +17.8% | +2.3% | +20.2% |
| 1Y | +31.2% | +16.8% | +14.3% | +31.6% |
| 3Y | +391.7% | +125.4% | +266.3% | +349.1% |
| 5Y | +911.9% | +128.7% | +783.2% | +870.0% |
| All | +911.9% | +127.1% | +784.7% | +870.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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