+1,377.0%
NVDA vs RGTI
+54.2%
+1,322.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.1% |
| 7D | -5.1% | +0.5% | -5.6% | -5.2% |
| 30D | -2.5% | -17.1% | +14.6% | -0.9% |
| 3M | +6.7% | -26.0% | +32.7% | +9.1% |
| 6M | +17.6% | -9.9% | +27.5% | +16.7% |
| YTD | +17.3% | -31.1% | +48.4% | +18.5% |
| 1Y | +23.5% | -8.5% | +32.0% | +19.0% |
| 3Y | +384.6% | +652.2% | -267.6% | +214.6% |
| 5Y | +875.4% | +56.8% | +818.6% | +685.3% |
| All | +1,377.0% | +54.2% | +1,322.8% | +1,048.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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