+855.7%
NVDA vs SMR
+7.6%
+848.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.5% |
| 7D | -0.3% | +13.1% | -13.4% | -2.0% |
| 30D | +2.8% | +17.8% | -14.9% | +0.5% |
| 3M | +7.4% | +8.1% | -0.7% | +5.5% |
| 6M | +22.6% | -11.1% | +33.7% | +21.9% |
| YTD | +20.1% | -23.7% | +43.8% | +20.4% |
| 1Y | +31.2% | -69.4% | +100.6% | +42.8% |
| 3Y | +391.7% | +82.6% | +309.1% | +350.1% |
| All | +855.7% | +7.6% | +848.2% | +833.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling