-14.9%
NVDA vs SPGI
+2.3%
-17.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.0% | -5.4% |
| 7D | -18.3% | +1.6% | -19.9% | -18.0% |
| 30D | -26.3% | +16.1% | -42.4% | -24.7% |
| 3M | -22.3% | +15.5% | -37.7% | -20.6% |
| 6M | -21.3% | +19.6% | -41.0% | -19.6% |
| YTD | -9.2% | -3.6% | -5.6% | -3.6% |
| 1Y | -14.9% | +2.2% | -17.2% | -2.4% |
| All | -14.9% | +2.3% | -17.2% | -2.4% |
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