+10,058.2%
NVDA vs SO
+188.2%
+9,870.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.1% | -5.6% | -5.5% |
| 7D | -18.3% | -0.1% | -18.2% | -18.3% |
| 30D | -26.3% | +8.7% | -35.0% | -27.5% |
| 3M | -22.3% | +3.4% | -25.7% | -22.8% |
| 6M | -21.3% | +3.7% | -25.0% | -22.1% |
| YTD | -9.2% | +10.0% | -19.3% | -11.5% |
| 1Y | -14.9% | +6.6% | -21.5% | -16.6% |
| 3Y | +250.5% | +52.5% | +198.0% | +199.3% |
| 5Y | +475.8% | +76.1% | +399.8% | +358.5% |
| 10Y | +10,058.2% | +194.9% | +9,863.4% | +7,908.8% |
| All | +10,058.2% | +188.2% | +9,870.0% | +7,908.8% |
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