+913.8%
NVDA vs SO
+61.3%
+852.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -1.8% |
| 7D | +3.8% | +1.0% | +2.8% | +4.0% |
| 30D | +0.8% | -3.2% | +4.0% | +0.1% |
| 3M | +8.2% | -1.7% | +9.9% | +7.9% |
| 6M | +27.1% | -7.2% | +34.3% | +25.7% |
| YTD | +21.2% | +4.6% | +16.6% | +22.4% |
| 1Y | +34.3% | +1.2% | +33.1% | +34.9% |
| 3Y | +396.3% | +45.3% | +351.0% | +382.1% |
| 5Y | +913.8% | +58.7% | +855.1% | +876.3% |
| All | +913.8% | +61.3% | +852.5% | +876.3% |
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 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