+613,227.2%
NVDA vs SO
+1,676.5%
+611,550.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | +5.9% | -0.2% | +6.0% | +5.9% |
| 30D | +5.1% | -4.6% | +9.7% | +6.4% |
| 3M | +5.4% | -3.0% | +8.4% | +6.0% |
| 6M | +26.0% | -8.3% | +34.3% | +28.4% |
| YTD | +23.7% | +3.5% | +20.1% | +21.5% |
| 1Y | +34.4% | -0.9% | +35.3% | +33.2% |
| 3Y | +375.8% | +45.4% | +330.5% | +304.6% |
| 5Y | +911.8% | +59.6% | +852.1% | +722.9% |
| 10Y | +14,899.8% | +156.6% | +14,743.2% | +10,027.7% |
| All | +613,227.2% | +1,676.5% | +611,550.7% | +349,054.2% |
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 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