+884.3%
NVDA vs SMR
-3.5%
+887.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +5.9% | +4.4% | +1.5% | +5.3% |
| 30D | +5.1% | +3.4% | +1.7% | +4.5% |
| 3M | +5.4% | -19.2% | +24.5% | +7.3% |
| 6M | +26.0% | -22.6% | +48.7% | +27.6% |
| YTD | +23.7% | -31.5% | +55.2% | +25.8% |
| 1Y | +34.4% | -73.1% | +107.5% | +48.8% |
| 3Y | +375.8% | +55.0% | +320.9% | +346.3% |
| All | +884.3% | -3.5% | +887.8% | +875.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling