+875.7%
NVDA vs PSX
+357.6%
+518.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -4.3% | +1.5% | -5.8% | -4.6% |
| 30D | +0.5% | +15.8% | -15.3% | -2.7% |
| 3M | +9.1% | +43.0% | -33.9% | +0.4% |
| 6M | +18.5% | +61.1% | -42.6% | +5.0% |
| YTD | +17.4% | +104.5% | -87.2% | -3.0% |
| 1Y | +23.4% | +102.5% | -79.1% | +1.8% |
| 3Y | +380.6% | +133.5% | +247.1% | +269.1% |
| 5Y | +875.7% | +367.0% | +508.8% | +519.0% |
| All | +875.7% | +357.6% | +518.1% | +519.0% |
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