+14,551.4%
NVDA vs SGI
+266.5%
+14,284.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.2% |
| 7D | -4.3% | -4.9% | +0.6% | -2.7% |
| 30D | +0.5% | +1.6% | -1.1% | -0.2% |
| 3M | +9.1% | -3.2% | +12.2% | +9.4% |
| 6M | +18.5% | -16.0% | +34.5% | +23.7% |
| YTD | +17.4% | -25.4% | +42.8% | +26.5% |
| 1Y | +23.4% | -21.6% | +45.0% | +29.9% |
| 3Y | +380.6% | +52.9% | +327.7% | +289.9% |
| 5Y | +875.7% | +47.5% | +828.2% | +669.9% |
| All | +14,551.4% | +266.5% | +14,284.9% | +7,735.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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