+875.7%
NVDA vs SPG
+103.4%
+772.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | -4.3% | -2.2% | -2.1% | -3.1% |
| 30D | +0.5% | -5.8% | +6.3% | +4.0% |
| 3M | +9.1% | -2.8% | +11.9% | +9.8% |
| 6M | +18.5% | +8.9% | +9.6% | +10.4% |
| YTD | +17.4% | +14.3% | +3.1% | +5.5% |
| 1Y | +23.4% | +19.5% | +4.0% | +7.0% |
| 3Y | +380.6% | +106.9% | +273.7% | +161.8% |
| 5Y | +875.7% | +108.7% | +767.0% | +427.5% |
| All | +875.7% | +103.4% | +772.3% | +427.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling