+15,200.7%
NVDA vs SO
+155.9%
+15,044.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -0.3% | 0.0% | -0.4% | -0.3% |
| 30D | +2.8% | -2.5% | +5.3% | +3.3% |
| 3M | +7.4% | -4.2% | +11.6% | +8.1% |
| 6M | +22.6% | -7.7% | +30.3% | +24.1% |
| YTD | +20.1% | +3.8% | +16.3% | +18.3% |
| 1Y | +31.2% | +0.1% | +31.1% | +30.0% |
| 3Y | +391.7% | +44.2% | +347.5% | +322.5% |
| 5Y | +911.9% | +57.9% | +854.0% | +727.9% |
| 10Y | +15,200.7% | +162.0% | +15,038.7% | +11,630.9% |
| All | +15,200.7% | +155.9% | +15,044.8% | +11,630.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling