+34.4%
NVDA vs SPGI
-12.7%
+47.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.6% |
| 7D | +5.9% | +0.1% | +5.7% | +5.9% |
| 30D | +5.1% | +8.4% | -3.3% | +6.3% |
| 3M | +5.4% | +11.8% | -6.5% | +6.8% |
| 6M | +26.0% | +5.7% | +20.3% | +27.2% |
| YTD | +23.7% | -9.7% | +33.3% | +25.3% |
| 1Y | +34.4% | -12.5% | +46.8% | +36.9% |
| All | +34.4% | -12.7% | +47.1% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 1y: compounded portfolio wealth divided by compounded SPGI 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…
1y analysis · Full analysis span regression · 6 months rolling