+14,546.7%
NVDA vs PSX
+386.4%
+14,160.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -5.1% | +1.7% | -6.9% | -5.6% |
| 30D | -2.5% | +15.6% | -18.1% | -6.6% |
| 3M | +6.7% | +46.5% | -39.8% | -5.0% |
| 6M | +17.6% | +55.0% | -37.4% | +2.0% |
| YTD | +17.3% | +105.3% | -88.0% | -7.2% |
| 1Y | +23.5% | +101.6% | -78.1% | -2.2% |
| 3Y | +384.6% | +134.1% | +250.5% | +256.6% |
| 5Y | +875.4% | +368.7% | +506.7% | +454.6% |
| All | +14,546.7% | +386.4% | +14,160.3% | +8,656.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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