+7,999.2%
NVDA vs RGEN
+411.3%
+7,587.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.8% | -3.0% |
| 7D | -8.5% | -1.2% | -7.3% | -8.1% |
| 30D | -27.3% | -5.1% | -22.2% | -25.9% |
| 3M | -25.8% | +0.5% | -26.2% | -26.6% |
| 6M | -24.6% | +46.6% | -71.1% | -36.6% |
| YTD | -10.7% | +1.6% | -12.3% | -14.4% |
| 1Y | -14.0% | +5.4% | -19.4% | -19.0% |
| 3Y | +244.9% | +12.8% | +232.0% | +186.4% |
| 5Y | +449.3% | -35.6% | +484.8% | +445.7% |
| All | +7,999.2% | +411.3% | +7,587.9% | +3,422.5% |
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