+911.9%
NVDA vs RIG
+64.1%
+847.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -0.3% | -8.2% | +7.9% | +1.3% |
| 30D | +2.8% | -0.2% | +3.0% | +2.8% |
| 3M | +7.4% | -2.7% | +10.2% | +7.5% |
| 6M | +22.6% | -7.5% | +30.1% | +23.0% |
| YTD | +20.1% | +38.3% | -18.2% | +10.0% |
| 1Y | +31.2% | +81.8% | -50.7% | +12.4% |
| 3Y | +391.7% | -30.2% | +421.9% | +384.4% |
| 5Y | +911.9% | +59.9% | +851.9% | +675.2% |
| All | +911.9% | +64.1% | +847.8% | +675.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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