+15,200.7%
NVDA vs SPG
+59.6%
+15,141.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.2% |
| 7D | -0.3% | -1.7% | +1.3% | +0.1% |
| 30D | +2.8% | -6.3% | +9.1% | +4.6% |
| 3M | +7.4% | -2.4% | +9.9% | +7.8% |
| 6M | +22.6% | +9.6% | +13.0% | +18.8% |
| YTD | +20.1% | +14.2% | +5.9% | +14.8% |
| 1Y | +31.2% | +19.3% | +11.9% | +23.6% |
| 3Y | +391.7% | +106.7% | +285.0% | +294.6% |
| 5Y | +911.9% | +104.2% | +807.7% | +717.9% |
| 10Y | +15,200.7% | +63.7% | +15,137.0% | +13,359.7% |
| All | +15,200.7% | +59.6% | +15,141.1% | +13,359.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling