+34.4%
NVDA vs SM
+36.8%
-2.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.6% |
| 7D | +5.9% | -0.5% | +6.4% | +5.9% |
| 30D | +5.1% | +25.6% | -20.5% | +6.9% |
| 3M | +5.4% | +8.0% | -2.7% | +6.8% |
| 6M | +26.0% | +50.8% | -24.8% | +28.2% |
| YTD | +23.7% | +97.9% | -74.2% | +25.4% |
| 1Y | +34.4% | +33.8% | +0.6% | +38.2% |
| All | +34.4% | +36.8% | -2.4% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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