+15,200.7%
NVDA vs SPGI
+287.8%
+14,912.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.6% | +1.1% |
| 7D | -0.3% | -3.1% | +2.8% | +2.0% |
| 30D | +2.8% | +2.0% | +0.8% | +0.5% |
| 3M | +7.4% | +4.3% | +3.1% | +0.9% |
| 6M | +22.6% | -0.2% | +22.8% | +18.1% |
| YTD | +20.1% | -14.8% | +34.9% | +29.2% |
| 1Y | +31.2% | -18.5% | +49.7% | +44.3% |
| 3Y | +391.7% | +16.0% | +375.8% | +281.6% |
| 5Y | +911.9% | +2.2% | +909.7% | +795.1% |
| 10Y | +15,200.7% | +296.4% | +14,904.3% | +4,710.8% |
| All | +15,200.7% | +287.8% | +14,912.9% | +4,710.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling