+921.2%
NVDA vs SHOP
-10.1%
+931.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.6% | +5.6% | +0.8% |
| 7D | +3.8% | -4.1% | +7.9% | +5.4% |
| 30D | +0.8% | -11.5% | +12.3% | +5.2% |
| 3M | +8.2% | +21.1% | -12.9% | -1.7% |
| 6M | +27.1% | +3.0% | +24.1% | +20.8% |
| YTD | +21.2% | -16.7% | +37.9% | +23.4% |
| 1Y | +34.3% | -8.3% | +42.6% | +30.3% |
| 3Y | +396.3% | +112.8% | +283.4% | +208.3% |
| All | +921.2% | -10.1% | +931.3% | +736.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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