+600,899.8%
NVDA vs SHEL
+679.8%
+600,220.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.6% | -3.3% |
| 7D | +3.8% | +1.9% | +1.9% | +2.7% |
| 30D | +0.8% | +8.7% | -7.9% | -3.7% |
| 3M | +8.2% | +11.0% | -2.8% | +1.8% |
| 6M | +27.1% | +14.6% | +12.5% | +16.7% |
| YTD | +21.2% | +33.3% | -12.1% | +2.2% |
| 1Y | +34.3% | +37.9% | -3.6% | +11.0% |
| 3Y | +396.3% | +69.7% | +326.5% | +262.4% |
| 5Y | +913.8% | +190.2% | +723.6% | +435.5% |
| 10Y | +14,572.5% | +197.0% | +14,375.5% | +6,605.3% |
| All | +600,899.8% | +679.8% | +600,220.0% | +166,454.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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