+734.7%
NVDA vs S
-51.5%
+786.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.3% | +1.9% | -2.2% |
| 7D | -8.5% | +4.1% | -12.5% | -10.0% |
| 30D | -27.3% | -7.2% | -20.1% | -25.8% |
| 3M | -25.8% | 0.0% | -25.7% | -27.2% |
| 6M | -24.6% | +41.6% | -66.2% | -35.5% |
| YTD | -10.7% | +48.6% | -59.3% | -26.5% |
| 1Y | -14.0% | +30.0% | -44.1% | -26.1% |
| 3Y | +244.9% | +42.2% | +202.7% | +168.2% |
| 5Y | +449.3% | -70.8% | +520.1% | +545.8% |
| All | +734.7% | -51.5% | +786.2% | +760.3% |
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