+41,253.0%
NVDA vs PM
+815.1%
+40,437.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.6% | -6.1% | -5.7% |
| 7D | -18.3% | -6.6% | -11.7% | -15.9% |
| 30D | -26.3% | -3.4% | -22.9% | -25.4% |
| 3M | -22.3% | +5.3% | -27.6% | -24.4% |
| 6M | -21.3% | +15.5% | -36.9% | -27.3% |
| YTD | -9.2% | +24.3% | -33.5% | -19.6% |
| 1Y | -14.9% | +29.7% | -44.6% | -26.4% |
| 3Y | +250.5% | +144.9% | +105.5% | +107.6% |
| 5Y | +475.8% | +159.0% | +316.8% | +222.4% |
| 10Y | +10,058.2% | +250.9% | +9,807.3% | +4,303.8% |
| All | +41,253.0% | +815.1% | +40,437.8% | +7,709.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling