+921.2%
NVDA vs SFM
+230.9%
+690.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.5% | +4.5% | -1.1% |
| 7D | +3.8% | -5.8% | +9.6% | +4.6% |
| 30D | +0.8% | -11.4% | +12.1% | +2.3% |
| 3M | +8.2% | -12.2% | +20.4% | +9.6% |
| 6M | +27.1% | -5.2% | +32.3% | +26.3% |
| YTD | +21.2% | -4.5% | +25.7% | +20.0% |
| 1Y | +34.3% | -45.4% | +79.7% | +48.1% |
| 3Y | +396.3% | +91.1% | +305.2% | +327.0% |
| All | +921.2% | +230.9% | +690.3% | +779.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 SFM 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