+911.9%
NVDA vs RGEN
-44.3%
+956.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.2% |
| 7D | -0.3% | -4.6% | +4.2% | +1.2% |
| 30D | +2.8% | +1.2% | +1.7% | +2.3% |
| 3M | +7.4% | +26.8% | -19.4% | -1.8% |
| 6M | +22.6% | +29.1% | -6.4% | +10.1% |
| YTD | +20.1% | +0.7% | +19.4% | +17.2% |
| 1Y | +31.2% | +39.1% | -7.9% | +12.7% |
| 3Y | +391.7% | +2.2% | +389.5% | +336.5% |
| 5Y | +911.9% | -44.0% | +955.9% | +926.0% |
| All | +911.9% | -44.3% | +956.2% | +926.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling