+581,928.1%
NVDA vs SCHW
+673.0%
+581,255.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | -4.3% | -2.8% | -1.5% | -3.0% |
| 30D | +0.5% | -0.1% | +0.6% | +0.3% |
| 3M | +9.1% | +20.6% | -11.5% | -1.2% |
| 6M | +18.5% | +15.9% | +2.5% | +8.7% |
| YTD | +17.4% | +8.5% | +8.9% | +10.9% |
| 1Y | +23.4% | +17.8% | +5.6% | +11.7% |
| 3Y | +380.6% | +88.5% | +292.1% | +237.6% |
| 5Y | +875.7% | +60.6% | +815.1% | +619.0% |
| 10Y | +14,854.2% | +298.0% | +14,556.1% | +6,360.5% |
| All | +581,928.1% | +673.0% | +581,255.1% | +159,700.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 all: compounded portfolio wealth divided by compounded SCHW 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…
all analysis · Full analysis span regression · 6 months rolling