+913.8%
NVDA vs PWR
+458.8%
+454.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.4% | -3.6% |
| 7D | +3.8% | +4.5% | -0.7% | +0.6% |
| 30D | +0.8% | -4.9% | +5.7% | +3.9% |
| 3M | +8.2% | -7.9% | +16.1% | +12.0% |
| 6M | +27.1% | +18.3% | +8.8% | +4.2% |
| YTD | +21.2% | +51.5% | -30.3% | -19.8% |
| 1Y | +34.3% | +70.3% | -36.0% | -20.7% |
| 3Y | +396.3% | +210.6% | +185.7% | +72.5% |
| 5Y | +913.8% | +456.7% | +457.1% | +99.8% |
| All | +913.8% | +458.8% | +454.9% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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