+875.7%
NVDA vs SITM
+176.0%
+699.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -3.0% |
| 7D | -4.3% | +4.8% | -9.1% | -6.0% |
| 30D | +0.5% | -9.7% | +10.2% | +3.6% |
| 3M | +9.1% | -9.3% | +18.4% | +8.7% |
| 6M | +18.5% | +69.5% | -51.1% | -10.8% |
| YTD | +17.4% | +70.5% | -53.2% | -14.0% |
| 1Y | +23.4% | +145.3% | -121.8% | -25.4% |
| 3Y | +380.6% | +432.8% | -52.2% | +74.2% |
| 5Y | +875.7% | +174.0% | +701.7% | +300.9% |
| All | +875.7% | +176.0% | +699.7% | +300.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 SITM 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