+23.5%
NVDA vs SMR
-75.4%
+98.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -15.7% | +15.6% | +2.1% |
| 7D | -5.1% | -11.2% | +6.1% | -4.0% |
| 30D | -2.5% | -10.2% | +7.7% | -1.5% |
| 3M | +6.7% | -10.0% | +16.7% | +7.0% |
| 6M | +17.6% | -30.5% | +48.1% | +20.4% |
| YTD | +17.3% | -39.2% | +56.6% | +20.9% |
| 1Y | +23.5% | -75.5% | +99.0% | +36.6% |
| All | +23.5% | -75.4% | +98.9% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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