+235.9%
NVDA vs SMR
+125.1%
+110.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.3% | -1.6% |
| 7D | -12.7% | -8.3% | -4.5% | -11.8% |
| 30D | -26.4% | -20.1% | -6.3% | -24.5% |
| 3M | -27.6% | -52.7% | +25.1% | -21.3% |
| 6M | -27.7% | -61.0% | +33.3% | -20.2% |
| YTD | -12.5% | -67.1% | +54.6% | -3.2% |
| 1Y | -12.6% | -79.9% | +67.2% | +1.8% |
| 3Y | +235.9% | +101.7% | +134.2% | +277.2% |
| All | +235.9% | +125.1% | +110.8% | +277.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling