+911.9%
NVDA vs ROST
+108.0%
+803.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.8% | 0.0% |
| 7D | -0.3% | -2.2% | +1.9% | +0.9% |
| 30D | +2.8% | -11.4% | +14.2% | +9.4% |
| 3M | +7.4% | -1.6% | +9.1% | +7.5% |
| 6M | +22.6% | +6.8% | +15.8% | +15.6% |
| YTD | +20.1% | +25.8% | -5.7% | +2.2% |
| 1Y | +31.2% | +52.4% | -21.2% | -1.5% |
| 3Y | +391.7% | +94.4% | +297.4% | +208.0% |
| 5Y | +911.9% | +108.2% | +803.7% | +453.0% |
| All | +911.9% | +108.0% | +803.8% | +453.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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