-9.8%
NVDA vs SM
+72.9%
-82.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.6% | -2.7% | +3.1% |
| 7D | -13.2% | +0.3% | -13.5% | -13.2% |
| 30D | -23.2% | -17.3% | -5.9% | -24.2% |
| 3M | -20.0% | -3.6% | -16.4% | -19.8% |
| 6M | -20.6% | +2.9% | -23.5% | -19.1% |
| YTD | -6.6% | +70.2% | -76.8% | -4.7% |
| 1Y | -9.8% | +66.5% | -76.3% | -7.4% |
| All | -9.8% | +72.9% | -82.8% | -7.4% |
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