+23.5%
NVDA vs SGOV
+3.8%
+19.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | +0.5% |
| 7D | -5.1% | 0.0% | -5.2% | -3.8% |
| 30D | -2.5% | +0.3% | -2.8% | +5.9% |
| 3M | +6.7% | +0.9% | +5.7% | +33.6% |
| 6M | +17.6% | +1.8% | +15.8% | +84.6% |
| YTD | +17.3% | +2.5% | +14.8% | +105.9% |
| 1Y | +23.5% | +3.8% | +19.7% | +253.1% |
| All | +23.5% | +3.8% | +19.7% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 1y: compounded portfolio wealth divided by compounded SGOV 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…
1y analysis · Full analysis span regression · 6 months rolling