+396.3%
NVDA vs SO
+46.8%
+349.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -1.4% |
| 7D | +3.8% | +1.0% | +2.8% | +4.5% |
| 30D | +0.8% | -3.2% | +4.0% | -1.3% |
| 3M | +8.2% | -1.7% | +9.9% | +7.4% |
| 6M | +27.1% | -7.2% | +34.3% | +22.0% |
| YTD | +21.2% | +4.6% | +16.6% | +26.4% |
| 1Y | +34.3% | +1.2% | +33.1% | +37.5% |
| 3Y | +396.3% | +45.3% | +351.0% | +515.3% |
| All | +396.3% | +46.8% | +349.4% | +515.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling