+89,750.1%
NVDA vs SMH
+1,269.7%
+88,480.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -2.1% |
| 7D | +5.9% | +2.5% | +3.4% | +2.9% |
| 30D | +5.1% | -0.5% | +5.6% | +5.7% |
| 3M | +5.4% | -9.6% | +15.0% | +13.6% |
| 6M | +26.0% | +42.1% | -16.1% | -21.2% |
| YTD | +23.7% | +57.4% | -33.8% | -31.7% |
| 1Y | +34.4% | +96.2% | -61.8% | -43.0% |
| 3Y | +375.8% | +267.9% | +107.9% | +2.0% |
| 5Y | +911.8% | +327.7% | +584.1% | +103.5% |
| 10Y | +14,899.8% | +1,764.6% | +13,135.1% | +526.8% |
| All | +89,750.1% | +1,269.7% | +88,480.4% | +4,974.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMH.
Daily Out/Under-Performance
Portfolio return minus SMH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMH 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 all: compounded portfolio wealth divided by compounded SMH 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…
all analysis · Full analysis span regression · 6 months rolling