+14,551.4%
NVDA vs RGEN
+414.1%
+14,137.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | -4.3% | -2.9% | -1.4% | -3.2% |
| 30D | +0.5% | -0.1% | +0.6% | +0.4% |
| 3M | +9.1% | +25.9% | -16.9% | -1.4% |
| 6M | +18.5% | +35.2% | -16.8% | +2.7% |
| YTD | +17.4% | +0.5% | +16.9% | +13.8% |
| 1Y | +23.4% | +37.0% | -13.5% | +4.3% |
| 3Y | +380.6% | +2.0% | +378.6% | +314.5% |
| 5Y | +875.7% | -44.2% | +919.9% | +932.1% |
| All | +14,551.4% | +414.1% | +14,137.2% | +6,372.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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