-14.0%
NVDA vs SM
+78.0%
-92.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.2% | -9.5% | -4.1% |
| 7D | -8.5% | +10.6% | -19.1% | -8.0% |
| 30D | -27.3% | -15.0% | -12.3% | -28.2% |
| 3M | -25.8% | +1.7% | -27.4% | -25.3% |
| 6M | -24.6% | +5.9% | -30.4% | -23.0% |
| YTD | -10.7% | +79.0% | -89.7% | -8.8% |
| 1Y | -14.0% | +84.7% | -98.7% | -12.1% |
| All | -14.0% | +78.0% | -92.0% | -12.1% |
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