-12.6%
NVDA vs SO
+5.1%
-17.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -1.3% |
| 7D | -12.7% | +1.4% | -14.1% | -12.0% |
| 30D | -26.4% | +4.7% | -31.1% | -24.3% |
| 3M | -27.6% | +1.7% | -29.3% | -26.8% |
| 6M | -27.7% | +2.2% | -29.9% | -26.3% |
| YTD | -12.5% | +10.0% | -22.4% | -5.4% |
| 1Y | -12.6% | +6.0% | -18.7% | -8.8% |
| All | -12.6% | +5.1% | -17.7% | -8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling