+875.7%
NVDA vs RJF
+101.5%
+774.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.5% |
| 7D | -4.3% | -4.2% | -0.1% | -1.4% |
| 30D | +0.5% | -3.6% | +4.1% | +2.9% |
| 3M | +9.1% | +15.6% | -6.6% | -2.7% |
| 6M | +18.5% | +17.6% | +0.9% | +3.8% |
| YTD | +17.4% | +9.2% | +8.1% | +7.4% |
| 1Y | +23.4% | +5.5% | +17.9% | +15.1% |
| 3Y | +380.6% | +70.3% | +310.3% | +193.6% |
| 5Y | +875.7% | +106.0% | +769.7% | +409.5% |
| All | +875.7% | +101.5% | +774.2% | +409.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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