+250.5%
NVDA vs SPG
+136.6%
+113.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.6% | -6.1% | -5.6% |
| 7D | -18.3% | +5.6% | -23.9% | -19.4% |
| 30D | -26.3% | +17.6% | -43.9% | -29.5% |
| 3M | -22.3% | +7.5% | -29.7% | -23.8% |
| 6M | -21.3% | +18.5% | -39.9% | -25.9% |
| YTD | -9.2% | +30.9% | -40.2% | -17.9% |
| 1Y | -14.9% | +34.1% | -49.1% | -23.9% |
| 3Y | +250.5% | +135.5% | +114.9% | +166.1% |
| All | +250.5% | +136.6% | +113.9% | +166.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling