+476,136.0%
NVDA vs SO
+1,786.6%
+474,349.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.6% |
| 7D | -11.6% | -1.1% | -10.5% | -11.3% |
| 30D | -22.1% | +8.6% | -30.7% | -23.9% |
| 3M | -20.1% | +1.8% | -21.9% | -20.7% |
| 6M | -16.8% | +3.6% | -20.4% | -18.0% |
| YTD | -4.0% | +9.9% | -13.9% | -7.4% |
| 1Y | -4.8% | +5.7% | -10.5% | -7.3% |
| 3Y | +281.7% | +52.5% | +229.2% | +220.6% |
| 5Y | +485.4% | +77.3% | +408.1% | +360.3% |
| 10Y | +10,310.1% | +186.8% | +10,123.3% | +6,680.3% |
| All | +476,136.0% | +1,786.6% | +474,349.4% | +266,048.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling