+444.8%
NVDA vs PSX
+306.7%
+138.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | -12.7% | +7.8% | -20.6% | -14.2% |
| 30D | -26.4% | -10.9% | -15.5% | -24.6% |
| 3M | -27.6% | +14.5% | -42.1% | -30.1% |
| 6M | -27.7% | +56.1% | -83.8% | -35.5% |
| YTD | -12.5% | +109.6% | -122.1% | -29.2% |
| 1Y | -12.6% | +95.5% | -108.2% | -28.0% |
| 3Y | +235.9% | +156.2% | +79.8% | +145.5% |
| All | +444.8% | +306.7% | +138.1% | +234.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling