+875.7%
NVDA vs SM
+108.0%
+767.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -4.3% | +2.1% | -6.4% | -4.8% |
| 30D | +0.5% | +18.1% | -17.6% | -3.2% |
| 3M | +9.1% | +17.0% | -7.9% | +4.4% |
| 6M | +18.5% | +55.4% | -37.0% | +3.9% |
| YTD | +17.4% | +108.6% | -91.2% | -5.4% |
| 1Y | +23.4% | +45.7% | -22.2% | +8.6% |
| 3Y | +380.6% | -0.3% | +380.9% | +345.3% |
| 5Y | +875.7% | +113.0% | +762.7% | +665.2% |
| All | +875.7% | +108.0% | +767.7% | +665.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling