+717.9%
NVDA vs S
-51.7%
+769.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -12.7% | +2.0% | -14.7% | -13.5% |
| 30D | -26.4% | -2.7% | -23.7% | -26.1% |
| 3M | -27.6% | -6.9% | -20.8% | -27.2% |
| 6M | -27.7% | +38.1% | -65.8% | -37.7% |
| YTD | -12.5% | +48.0% | -60.5% | -27.8% |
| 1Y | -12.6% | +34.5% | -47.1% | -25.9% |
| 3Y | +235.9% | +38.3% | +197.6% | +164.1% |
| 5Y | +438.2% | -70.9% | +509.1% | +533.8% |
| All | +717.9% | -51.7% | +769.6% | +744.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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