+281.7%
NVDA vs SPGI
+30.9%
+250.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.4% |
| 7D | -11.6% | -0.9% | -10.7% | -11.4% |
| 30D | -22.1% | +15.5% | -37.6% | -24.5% |
| 3M | -20.1% | +15.7% | -35.8% | -22.9% |
| 6M | -16.8% | +19.1% | -35.9% | -21.2% |
| YTD | -4.0% | -4.1% | +0.1% | -0.4% |
| 1Y | -4.8% | +1.2% | -6.0% | -4.4% |
| 3Y | +281.7% | +31.6% | +250.1% | +213.9% |
| All | +281.7% | +30.9% | +250.8% | +213.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling