+485.4%
NVDA vs SO
+79.3%
+406.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.0% |
| 7D | -11.6% | -1.1% | -10.5% | -11.8% |
| 30D | -22.1% | +8.6% | -30.7% | -20.6% |
| 3M | -20.1% | +1.8% | -21.9% | -19.7% |
| 6M | -16.8% | +3.6% | -20.4% | -15.9% |
| YTD | -4.0% | +9.9% | -13.9% | -1.8% |
| 1Y | -4.8% | +5.7% | -10.5% | -3.2% |
| 3Y | +281.7% | +52.5% | +229.2% | +275.7% |
| 5Y | +485.4% | +77.3% | +408.1% | +502.2% |
| All | +485.4% | +79.3% | +406.1% | +502.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling